Is Amazon the anti-Apple?

The presumption that companies can shift business models at will is a fallacy. Large companies can't “pivot” on a dime, Microsoft and Apple have found that out the hard way and so might Amazon.

Building a successful business is hard. Many try, few succeed and those that do tend not to thrive for long. So success in business should be respected, especially in highly competitive industries like technology. The fragility of success however, should also give one pause to think about how delicate a business model is.

The presumption that companies can shift business models at will is usually false. Businesses are balanced on a knife’s edge of dependency on multiple variables. Almost all resources are expended on preserving this balance.

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