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Comment on Netflix vs Blockbuster, 2004-2010

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That is a GREAT chart. That is a classic example of the Innovator's Dilemma. What if you told BB in 2004 that if they moved into pushing mail order and streaming their 2010 revenue would be $2.2B -- what would they have done differently? Quite possibly nothing.

This is why these disruptions are tough to deal with. Trying to actually disrupt yourself could result in the loss of a LOT of revenue, but it saves the business. But who could foresee that?

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