incumbents

Bill Gurley's talk at the All-In Summit 2023, titled 2,851 Miles after the distance between Washington and San Francisco. He describes how incumbents use lobbying and regulation to entrench themselves, followed by a conversation with the hosts.

Clayton Christensen explains his theory of disruptive innovation at Oxford's Said Business School, using examples from steel, Toyota, Sony, Walmart and Godrej. He applies the theory to why some economies stagnate and others grow.

Clayton Christensen explains disruptive innovation using the steel industry, showing how mini-mills beat incumbents from the low end. He argues disruption is not about stupid or bad management.

Part two of Alan Kay's Stanford Startup School lecture on inventing the future. He draws on his time at Xerox PARC and elsewhere to discuss how to think about new technology and what makes ideas useful.

Clayton Christensen speaks at Google on where growth comes from, covering disruption, market-creating versus efficiency innovation, and jobs to be done. He also touches on measuring your life.

A two-minute clip of Steve Ballmer laughing at the $500 price of the newly announced iPhone and dismissing its lack of a keyboard. It captures a famously wrong early reaction from an industry executive.