I Help Blind Companies See
It’s easy to be blind.
The more you specialise and focus
The blinder you are
The most valuable advertising company is not an advertising company
The most valuable car company in the world is not a car company
The most valuable film company in the world is not in Hollywood
The most valuable space company is not a military contractor
The most valuable retailer is not a shop
The most valuable hotelier doesn’t own hotels
The most valuable technology company doesn’t make computers or phones
Companies are Blind
This pattern repeats again and again throughout history
Innovation bypasses incumbents because they see through the lens of
‘this is what we do ’
Thomas Kuhn, Schumpeter and Kondratieff all had the same insight
Innovation comes from the margins
And when it does it typically creates companies that are
10 to 100 Times More Valuable
than the companies that they replace
You Will be Replaced
Disruptors replace incumbents because incumbents are blind
You are blind
You will be replaced
Your business model is doomed
The question is not if… …but when
