Episode · BG2 Pod · 2024-02-08
Books mentioned on BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie.
Brad Gerstner discussed The Innovator's Dilemma by Clayton Christensen.
Books mentioned, in the order they came up
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The Innovator's Dilemma
The Innovator's Dilemma by Clayton Christensen examines how established companies can fail when confronted with disruptive technological changes that do not immediately appeal to their mainstream customer base.
Discussed“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”
Where to get it
