Microsoft's challenge isn't just competing with new agents, but competing with the profit margins of its own most successful products. Many companies fail when the very thing that made them dominant becomes the barrier to their evolution. Not that I think Microsoft is going under anytime soon!
Agreed, Hodman! That’s what makes the dilemma in the innovator’s dilemma so challenging. Agreed about Microsoft. But intersting and important to consider what iconic products will become only memories as the market evolves. Appreciate the support!
This piece gives a thoughtful breakdown...
It's clear the move is from apps to agents, and Microsoft's orchestrator bet with Copilot is a major strategic pivot.
Preemptive cannibalization is a painful but necessary path for incumbents to survive these kinds of fundamental changes. Excellent analysis.
Thanks, Sharyph! Glad this one resonated with you.
Microsoft's challenge isn't just competing with new agents, but competing with the profit margins of its own most successful products. Many companies fail when the very thing that made them dominant becomes the barrier to their evolution. Not that I think Microsoft is going under anytime soon!
Agreed, Hodman! That’s what makes the dilemma in the innovator’s dilemma so challenging. Agreed about Microsoft. But intersting and important to consider what iconic products will become only memories as the market evolves. Appreciate the support!
Chicken or egg? Great piece John!
Thank you my friend! Sincerely appreciated. Hope you’re having a great week.