Originally posted as a Twitter thread on September 12, 2023
1998: “The Internet is stupid, people won’t buy X over the internet”
2008: “The iPhone is stupid, my BlackBerry works fine”
2010: “Cloud is stupid, on premise is more secure”
BigCo myopia created opportunities for startups.
But today, every BigCo is focused on AI:
This is why the “known unknowns” and “unknown unknowns” make for much more interesting markets: