Or, Shotcallers versus Worldbuilders
The comparison between what happened to Amazon and Webvan is fascinating. Borders is a great example of a business that could have innovated to stay profitable but decided to pivot.
Henry Ford and Walt Disney!
Hi Packy, I found reading your article very insightful yet entertaining. It can't stop me to go back the previous posts to learn your thoughts on these big companies! Thank you for sharing your thoughts. I wish I can find this earlier but glad I found your post now.
(side note: would you mind sharing the template that you use on the newsletter subscription dashboard? Love your visualization style! )
Great essay! Quick note: Tesla released the Model 3 in 2017, not the Model X ;)
Wow, that 1997 Bezos interview. Wild.
(side note: what's the newsletter subscription dashboard you shared the screenshot of?)
I mostly agree, with the qualification that “Tesla stock price is too high" has predictive power through causal power.