This is so much garbage:

1. Netflix didn't out-compete Blockbuster, Blockbuster imploded due to gross mismanagement.

2. Apple didn't make something that BlackBerry or Nokia didn't want to make, they made something that they couldn't make, because no network was going to allow it on their network. Apple got a deal with AT&T that completely blindsided their competition because they just weren't allowed to put such a device on any major networks.

I don't know much about the other examples they give, but if you're batting 0 on the ones I know, you've completely lost ethos with me.

> they made something that they couldn't make, because no network was going to allow it on their network.

I think that’s probably true in the US, but less so in Europe, then Nokia’s main market. In the EU it wouldn’t have been up to the networks at all; bring your own device was and is quite common and networks are required to allow it. Nokia did produce a number of very premium smartphones (more expensive than the first iPhone, even!); they were just never all that consumer-friendly (though they made a few attempts).

Twilio has little competitive moat against Signalwire, Teli, Telnyx, etc beyond developer mindshare.

very much a pop culture revisionist history yes.

This sounds like a bunch of nonsense. Netflix and Pixar have a cornered resource and high switching costs?

Yeah, not sure how any of these things really apply to Twilio either.

I was a major customer of Twilio, among several other similar providers. Maybe if you've built a big interactive something, switching costs were high, but for what we were using them for, it wouldn't take much to switch to a new provider. Twilio's apis are nice, but most others are at least OK, and it's hard to screw up an SMS api (although GSMA has a soap standard that's pretty terrible, wouldn't have used that except that it came with some no cost messaging deals).

That said their strategy of“There is only one true strategy, build products and services for which your customers will pay you.” works, cause their service works to get calls and texts to most of the world, most of the time. If you don't do that, or the price is too high, it's easy to leave.

i see twillio there I know immediately its a nonsense or some bullshits article

Am I the only one who sees

"The [0-9]+.*"

regex matches the title, and expects nonsense?

"The 0 Ways to Grow Your Devtools SASS"

:)

Not quite on-topic, but the formatting of this article is downright bizarre. Someone must have told the author that people are more likely to read a bulleted list than a long paragraph, so they wrote exceedingly long paragraphs, and put each sentence in its own bullet?

I think it's notes from the live/audio interview? But agreed, it would be more powerful if it were flowing prose

Why do VCs feel the need to write crap like this is beyond me. Too much idle time?

Part of the 7 habits of highly successful disruptors is to write various 7 step treatises to success.

what is this vc sophistry?

Keep calm, we've made it out of monopoly control before. It was a different time, but the same problem.

Holy cow, did not expect to see this username on HN. hi!

Hello there! It's nice to be remembered. How, may I ask, are you familiar with my work?

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