* I was familar with the idea of sustaining vs disruptive innovations but didn't know it had those names - definitely helps crystallize the concept for me.
* Your point is well taken on copilots vs autopilots. I think there's an opportunity to make it easier to make copilots, as there's explicit demand by the market for it.
* I like the difference you seize on iPhone vs ChatGPT, with the former arriving with a means to distribute via the app store. This really cuts to the _kind_ of innovation each are, with the former being a true platform and the latter being a smarter calculator. Although OpenAI might say the story hasn't been written here yet, since they are trying to introduce a marketplace/app store into their world.
* I see a lot of movement in Scenario 1, but I don't think entrants will have longterm sustainability. Scenario 2 is the home run that everyone is prepping for, but I think incumbents are best suited for. I have a scenario 3 in mind, which I'll share shortly...
Great piece. Couple notes I took for myself:
* I was familar with the idea of sustaining vs disruptive innovations but didn't know it had those names - definitely helps crystallize the concept for me.
* Your point is well taken on copilots vs autopilots. I think there's an opportunity to make it easier to make copilots, as there's explicit demand by the market for it.
* I like the difference you seize on iPhone vs ChatGPT, with the former arriving with a means to distribute via the app store. This really cuts to the _kind_ of innovation each are, with the former being a true platform and the latter being a smarter calculator. Although OpenAI might say the story hasn't been written here yet, since they are trying to introduce a marketplace/app store into their world.
* I see a lot of movement in Scenario 1, but I don't think entrants will have longterm sustainability. Scenario 2 is the home run that everyone is prepping for, but I think incumbents are best suited for. I have a scenario 3 in mind, which I'll share shortly...