Rather bold claim. I disagree though. Technological advances are overrated. From a tech perspective, the big three (and others) have virtually the same capabilities and always will since it’s easy for them to copy. What matters more is goto market and integration strategy
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Markus, great points. You know IBM in 1976 and 1984 may have thought this. Nokia and Blackberry/RIM in 2008 may have thought this. Amazon Fire Phone folks in 2014 may have thought this. Copy they will, but access to talent and vision ain’t gonna be made by 100,000 folks guessing.
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Can you be more specific (while not breaking the confidentiality) on what is it those 9 companies have, that those above mentioned behemoths don’t? I mean - we are talking about emerging space, so I’d guess it is some R&D IP. If so, why do you think APPL/AMZN/GOOG dont have that?
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Josef, thank you! I appreciate the way you asked also. I have studied this space since the 1970s and see the arc it is on. The above mentioned companies have not generated the invocations these private and stealth companies technology, nor have they vision the 177 folks have.
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How did you come to the conclusion that there are just 9 companies and 177 people?
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Jody, thanks for asking. This has been part of my research. Identifying candidate companies and their technology and exceptional folks that think different and can see the future before most experts.
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Which companies?
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Anup, thanks for asking! You know I am sure you would agree that multi-billion dollar companies should want to acquire this knowledge and not try to get it for free from some guy in his garage.
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Good prediction !
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Christy, thank you! I really appreciate it!
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