The Innovator's Dilemma

“The two books that I would put for the venture community, for the startup community that I would put as next level right on top of Competitive Strategy or Innovator's Dilemma, which does an amazing job of describing why startups can compete with big companies.”

“number two I really loved innovators dilemma claims past but but clean christians his book on how how industries evolve over time and how to see emerging technology and how to set proper expectations about it and how to extrapolate maybe its future impact”

“there were only a couple bucks that really you know stuck with me and it's really clays book and then of course Andy Gross book tons and tons of books will tell you a company ex screwed up because they were incompetent and dumb”

“To Sundar's credit, Innovator's Dilemma, and they've chosen their strategy. So, do you think it's the right one, though?”

“i had the opportunity to to attend a talk with clay christianson who among other things wrote the innovators dilemma you know where he studied you know how is it that these companies at the top of their game like end up falling off a cliff”

“remember we had Google we had this whole discussion about Google about the The innovator's Dilemma for them you brought up innovator's dilemma”

“You're right. It's Innovator's Dilemma, and rather than be a relic of time, we're going to try to go for, you know, what's coming in.”

“But I think this is a really interesting innovators dilemma type of organizational question of are they is can they actually pull this off”

“but that that is the definition of the innovator's Dilemma that companies don't properly invest and push things that will disrupt their existing business model”

“So, you know, I think back through the history of technological breakthroughs and I think about I mean you can look at different industries and one of my favorite books on this subject is the innovator's dilemma.”

“Have you read The Innovator's Dilemma? It's one of my favorite books of all time on the subject of No, but I'm familiar with it.”

“I read a book called The Innovator's Dilemma and it really changed my mind on a few things.”

“But I do think that there's a reason why, there's a reason why Clayton Christensen wrote the book Innovator's Dilemma. Like, it's a real dilemma. Like, Google doesn't inherently want you at an inherent level to just get the answer to every problem”

“we have always talked about this idea of the innovator's dilemma and the innovator's dilemma is really simple, which is as you get bigger as a company”

“So the terminology of sustaining versus disruptive comes from uh uh the innovator's dilemma. Uh and uh it's it's this idea that uh whenever there's a new technology trend, it sort of there's this idea of a power curve.”

“Klay Christensen used to be I think a Harvard business school professor and he wrote this book called the innovator's dilemma and the idea is that a lot of technology start at the lower end”

“if you back and read the innovator's Dilemma you know the the reason startup companies are able to to come in and take shares often because precisely because the incumbents are slow-footed”

“I just think it's this innovator's dilemma, right? That Google faces, which is that 99% of their profits or 110% of their profits comes from an advertising model”

“if you go back in his like with the semiconductor analogy I mentioned like you know the canonical case study in um in in Klay Christensen's integrator dilemma book is you know the hard the PC industry the hard drive makers you know and it was this very like kind of fruitfly Darwinian struggle”

“so clay Christensen who you know who coined the phrase disruption disruptive innovation he has he defines two kinds of disruption the first he calls kind of low-end disruption”

“he internalized the innovators dilemma he talked about it openly and he knew that the only way this was going to work is if he separated the two teams”

“he understood at a deeper level than most people because we all read about and we all read about you know the innovators dilemma he internalizes that stuff and he he just lives it”

“this is like 20 22 23 I don't know 70 000 employees whatever the number is like it's not that simple just to Pivot the entire business and move in different direction when you're managing 20 something billion dollars of Revenue every year so it's it's it's Clay Christensen all over again innovators dilemma what do they do”

“when they can't do they can't change their model to paid because they make $15 per user per month and if you provided something that's amazing for $3 per month or $5 per month they would have to I mean it's innovators dilemma they would have to lose half as much per user”

“You talk about the influence of Clayton Christensen on Jensen Huang's thinking and it's a little bit different than the one that you attribute to to Jensen Huang.”

“talk about Clayton Christensen's book, the the innovator's dilemma, and what you and and Wang Jensen Wang I okay, I'd love to hear your take on it, too, because I'm obsessed with Christensen.”

“So it's like there's ma their management hasn't been se selected for uh for you know taking on new program building new things they are disent disincentivized to do so and they have a technology wall uh so it's really like textbook kind of innovators dilemma kind of paradigm shift thing that needs to happen here.”

“because it's an economic and that creates what's known as an innovators dilemma which was the title of clays first book if you if you go after the disrupter you kill your own economics and destroy yourself”

“other I think ideas that have had a profound impact on me from books book turn the ship around which I also haven't read which is about empowering teams on the subject we just discussed um innovator's dilemma Clayton Christensen”

“It's a little bit of that Innovator's Dilemma type thing—Clay Christensen— where culturally it's so hard to get an organization where they're making tons of money off the traditional system.”

“So I don't know whether you've read Innovator's Dilemma and how disruptors work, etc.”

“Have you read the innovators dilemma? Uh you know my I I I'm obviously very very familiar with the concept. I don't think I've read the book actually. But but you know, it's one of those things which is so much in the ether.”

“You can think of the innovator's dilemma in two ways, right? You know, why didn't existing grocery company not build Instacart? One reason might be that the true innovator's dilemma thing”

“yeah the the thing you said uh at the beginning is sort of like the innovator's dilemma too right it's like um a company that's success depends on the world being a certain way is going to have a huge blind spot to the change in that that scenario and this is like why for the innovators dilemma”

“And this is something I've seen a bunch of people in the past couple weeks, you know, oh, it's basically Clay Christensen, Innovators. Of course, nobody's ever read the book.”

“So uh so all that uh to your question about innovators dilemma I think the dilemma only exists if you treat it as a dilemma right like you know so for me all along in technology you have these massive uh periods of innovation and you lean into it as hard as you can”

“and you know I was well documented and in the books Christianson wrote others I put out there over the years”

“I would say it's not only the government's not allowing, but you got to remember with Instagram and WhatsApp, it was not they were not facing innovators dilemma.”

“but they begin with Clay's book the innovators dilemma which popularized the theory of disruptive innovation and actually turned 20 years old this year I'm wondering have your views changed about how companies get disrupted”

“a book that was just you know written in 1998 you know I mean you could argue that the program one of the problems with disruption is it doesn't work if everyone's read the book”

“well so this is like an innovators dilemma a problem well this is the question now is what Apple should had touch to the Mac”