Silicon Valley Inflection Points

Digital markets have been in flux for a while now and they are likely to stay that way. This allows us to see relatively quickly which companies are in synch with flux and which are not. A report card, so to speak, for firms on the issue of adaptability.

BTW, adaptability is the focus on Rita Gunther McGrathäs interesting book, “The End of Competitive Advantage”. Her main point is that firms that try to hold onto competitive advantage after markets adjust to what gave the advantage will fail. They need instead to find advantage, use it, learn from it, and exit. They need to adapt.

So what about the report card? BI offers this one looking at ho well firms have adjusted to the cloud. Apple and Facebook and Amazon and Microsoft have done ok.  HP and Oracle? Yikes!

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