Concept

Platform Shift

A recurring pattern in technology where a new general-purpose platform (like the PC, internet, or mobile) initially seems narrow, takes years for its real use cases to be invented, and eventually reshapes which companies and industries capture value.

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Concept

Platform Shift

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  • … t gets progressively bigger because you can address larger and larger parts of the economy and so you know if you think about the kind of the classic platform shift framing that you know mainframes are I think peak mainframe install base…