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Software tends to create winner takes it all markets, which means if you're a small fish wanting to get bigger you either need to create your own market, or get enough money to win over the other players.

Keiretsu not caring about a market forces new comers to go for the blue ocean strategy, as they won't get investments for fighting in the more crowded markets.

As the keiretsu also hold the capital, they also shape markets and should totally be blamed for what happens there.

To compare to the US, Microsoft wouldn't be there if IBM didn't invest in it. Apple also benefited from Xerox and got saved by Microsoft etc.. That's the kind of dynamic the Japanese market only saw in cars and customer electronics manufacturing.




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