Product Cycles > Financial Cycles...and one way to build around the AI Product Cycle: going "greenfield" Below is a chart of the Nasdaq vs the biggest product cycles of the past 45 years: PC, Internet, Cloud, Mobile, and now AI. Each had an infrastructure layer and an application layer. Google started near height of a financial cycle, Uber near the bottom, but both worked because of the PRODUCT cycle (Internet and Mobile, respectively). But how do you build a company around a product cycle? Particularly when incumbents are not asleep at the wheel? @dacostajam and I write about one angle: greenfield. Assume that incumbent solutions will adopt the new technology/platform (in this case, AI), but just build a better product and manically focus on NEW customers (e.g., brand new businesses) who are not captive to incumbents. This requires patience and the right industry structure, but the tortoise can beat the hare. More in the linked post.

产品周期 > 财务周期……构建围绕 AI 产品周期的一种方式：走 "绿地" 以下是纳斯达克与过去 45 年最大产品周期的对比图：个人电脑、互联网、云计算、移动设备，现在是 AI。每个周期都有基础设施层和应用层。谷歌在财务周期的高峰期开始，优步在低谷期开始，但两者都因产品周期（分别是互联网和移动）而成功。 但是，如何围绕产品周期建立公司呢？特别是当现有企业并没有放松警惕时？ @dacostajam 和我写了一个角度：绿地。假设现有解决方案将采用新技术/平台（在这种情况下是 AI），但只需构建更好的产品，并疯狂专注于新的客户（例如，完全新的企业），这些客户并不受现有企业的束缚。 这需要耐心和正确的行业结构，但乌龟可以胜过兔子。更多内容请见链接的帖子。