A big rich company, a company that dominates the market for its product, and a company that dominates the broader tech industry are three quite different things. Market cap isn’t power.
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IBM ruled mainframes. MSFT ruled PCs. When those were the centre of tech, that gave them dominance of the broader tech industry. When the focus moved on, IBM and MSFT lost that dominance, but that didn’t mean they stopped being big companies. We just stopped being scared of them
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For both IBM and Microsoft, market power in one generation of tech didn’t give them market power in the next, and anti-trust intervention didn’t have much to do with it. It doesn’t matter how big your castle is if the trade routes move somewhere else
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Enjoyed the Roger Lovatt quote
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First supervision in first term ;)
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Can you give an example for a company that further successfully broadened its dominance in another market/next-generation products through its existing monopoly?
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This never happened. People often cite Apple but the iPhone is just a new form of a computer. Alibaba getting into finance is just an extension of ecommerce.
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"[I]f you talk to senior Microsoft execs about this, they will say that for 20 years everything in tech was a PC accessory, but now the PC is just a smartphone accessory."
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Very well written, and convinces me that a rigorous historical education has a lot of a relevance to analyses of business and law
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Great post. Do you think it’s possible for a company to have its dominant area become less powerful, but then leapfrog into the next one after? Has that happened before? (E.g. if IBM/MSFT successfully identified and invested in the next big area to create a dominant position.)
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Netflix was dominant in DVD mail order Rentals and then leapfrogged into 100% online and then leapfrogged the market again by producing its own content
Quite unique though!
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