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Comment by Andrex

2 days ago

1 breakthrough per 99 bubbles would make anyone cautious. The rule should be to assume a bubble is happening by default until proven otherwise by time.

That's actually how you create a death spiral for your company. You have to assume 'growth' and not 'death'. 'life' over 'lost'. 'flourishing' over 'withering'. That you're strong enough to survive.

  • Apple has seemingly done well waiting until they see a clear consumer direction (and woefully underserved tech there).

    • That's not playing into a bubble, that's creating a product for a market. You could also argue the Apple Vision is a misplay, or at least premature.

      They've also arrogantly gone against consumer direction time and time again (PowerPC, Lightning Ports, no headphone jack, no replaceable battery, etc.)

      And finally, sometimes their vision simply doesn't shake out (AirPower)

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