Excellent article, Josh!

A couple of things that came to mind while reading:

1. Sometime being first is a disadvantage, especially if adjacent/enabling industries have not caught up. For example, Phillips released the first TV with HD capabilities. The problem was that most cable providers didn't provide HD quality streams. Needless to say, Phillips's product didn't go far.

2. The commonality in the examples you give is business model innovation. They all provide centuries old services but they do it in a different way.

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