Jeff

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suppliers often “overshoot’’ their market: They give customers more than they need or ultimately are willing to pay for. And more importantly, it means that disruptive technologies that may underperform today, relative to what users in the market demand, may be fully performance-competitive in that same market tomorrow.
Jeff
2nd part of failure framework
The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail
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