7 comments

[ 3.0 ms ] story [ 49.5 ms ] thread
Nonsense article, S&P 500 average company survival time decreased since WWII from 65 to 12 years.

Companies that do not adapt will default within 8 by 2030 this is also a reason good IPO's are done at a later stage when profitability is in sight.

Technology is causing disruption by outsourcing the revenue generating activities to producers by providing them enough matching consumers for the value they add. Market cap of platforms are on average 8X revenue while traditional companies trade at 2X. That 4X difference in market cap revenue is what makes the technology disruption to move as quickly as it does.

This is journalist trying to make sense of their own world but hasn't been informed proper.

I didn't really understand what TFA was saying except when it said that catching an Uber is a pretty similar experience to catching a taxi. I get that.

So, if the main point of TFA is that "disruption" isn't very disruptive, then what are you saying? Could you illustrate with an example?

Last year FAANG created 98% of the S&P500 return. This means that the other 495 incumbents made a lost and are being disrupted.

Facebook > Users > Content > Advertisers

Apple > Developers > Apps > iPhones

Amazon > Sellers > Products > Buyers

Netflix > Creators > Video Content > Customers

Google > Websites > Webpages > Advertisers

Do you have a citation for that? That doesn't seem like a good thing long term that 98% of gains are in one "industry"
this is not really one "industry", tech is just an enabler here. The only difference is what was once physical is now digital.
yet another headline trying blaming some new trend a nonsense
(comment deleted)