Quote:
Originally Posted by KRS_SN
The early and late majority stages are where the big boys comes in
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Dude, this has never happened in the history of business. The Big Boys aren't ever coming in - they're out; they started out, they're still out, they'll stay out.
Early movers ALWAYS win, the only question is which "big boys" survive the carnage, if any. "Big boys" are simply not organized to pivot to new stuff; they're built to be ultra-efficient at old stuff. Nobody internally has any incentive to change, so the Big Boys usually go the way of Blockbuster, extinct.
Apple: Nokia, Ericksson, Blackberry, et al
Netflix: Blockbuster, every video/DVD rental business, challenging Disney, hollywood
Google: Every major ad syndicator globally, every search engine, every phone OS / app stores
Amazon: everyone, TGT barely survived, Walmart had to acquire their way out (e.g., Jet)
Microsoft: Apple, IBM, DEC, etc etc
Tesla has the capital, technology lead, talent, and brand to destroy not only all the auto makers, but a decent chunk of suppliers AND energy companies.
Tesla's stock is not a fluke - traders realize TSLA is on the verge of owning MULTIPLE industries. There's no other game in town, and Tesla has done it all in the open while the Big Boys slept, denied reality, and bicker.
This stuff is just from today:
The only question left is which Big Boys survive.