History shows the best time for startups to out-innovate incumbents in tech is when incumbents have achieved extreme product-market-fit and seem unassailable
One of the most interesting challenges in building an enterprise startup is navigating around, through, under, or over the big tech companies. Tweets: @rfflores , @stevesi , @mattrosoff , @timbeejones , @gassee , @jasonlk , @benedictevans , and @benedictevans Tweets: Rodrigo Flores / @rfflores : “The most important aspect of bundles never actually discussed is the steep decline in usage of modules from the anchor product through the long tail” That's where opportunity lies, but you need to survive at least 2 years of “good enough” http://twitter.com/... @stevesi : Wrote a year-end essay “Competing with BigCo: 2018 Edition” — about big companies, product market fit, competing as an enterprise startup, and more. Please have a look. http://medium.learningbyshipping.com/ ... Matt Rosoff / @mattrosoff : Good analysis of $AAPL's true genius — monetizing end points — deep in this post: http://medium.learningbyshipping.com/ ... Timothy Jones / @timbeejones : Agreed. Extreme product/mkt fit means that incubents will not see new entrant/lower end disruption; it's literally not going to be on their radar due to their level of focus. You still need capital and access to talent, which is NOT evenly distributed or meritocratic. http://twitter.com/... Jean-Louis Gasse / @gassee : Do have more than a look. Depth and breadth. The author “learned by shipping”. http://twitter.com/... Jason M. Lemkin / @jasonlk : At least, we all want to believe this, that's for sure http://twitter.com/... Benedict Evans / @benedictevans : The last time people were afraid of Microsoft and thought it could never be beaten was getting on for 18 years ago. Maybe that's why people think today's tech giants can never be beaten. Benedict Evans / @benedictevans : A common fallacy that comes up here - MSFT's revenue and share price are doing fine. Yes - and IBM's mainframe business did great in the 2000s. Its dominance of tech had still gone. Same for MSFT - PCs are not the center of tech today, any more than maninframes are