Innovator’s dilemma, episode 8675309.https://twitter.com/matthew_d_green/status/1091004502931578880 …
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Robinhood is a pretty good example; they move all of the economics of a brokerage from end-users to other players in the financial system. (I have a few issues with that business but in this they're freaking genius; nobody else was willing to give up low tens of percent revenue.)
End of conversation
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Google Maps’ advertising biz genesis is one of my favorite examples of this
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