An analysis of the mobile computing market through a disruptive lens. Asymmetric competition, jobs to be done, value chain evolution, competition with non-consumption. How did a few entrants capture the industry profits from entrenched incumbents and what will happen next?
Please note, this was our first time at this location and our first time recording multiple panelists, and the audio is not perfect. In particular, Buzz's microphone had a loose connection and cuts out intermittently. Sorry about that, everyone. Thanks for your understanding.