Google Next Victim Of Creative Destruction? (GOOG)
The web has repeatedly demonstrated its ability to evolve and leave embedded franchises struggling or in the dirt. Prodigy, AOL were early candidates. Today Yahoo and Ebay are struggling, and I think Google is tipping down the same path. This cycle of creative destruction — more recently framed as the innovators dilemma — is both fascinating and hugely dislocating for businesses. To see this immense franchises melt before your very eyes — is hard to say the least.
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