Peak Google | stratechery by Ben Thompson



Wednesday, October 22, 2014 Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by Microsoft. Mainframes didn’t stop being a viable business; it was just a much smaller business than PCs The same happened to Microsoft: Windows still dominates PCs,

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