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Everyone has been reading that book since the late 90es.

I remember a talk by Clayton Christensen talking specifically about Intel and how they setup the Celeron division to compete with themselves (based on his advice).

A key property of tech in economics lingo is that it is “natural monopolies” - all fixed cost and no variable cost.

This creates these winner takes all games. In this case both Intel, SGI plus others knew the rules and it just ended up with Intel taking the prize and it all becoming Wintel for a decade or so - basically until the smart phone allowed enough capital to be accrued to challenge the old monopoly.




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