Historically, disruptive #innovation has always come from outside the traditional bounds of the industry.
From #Apple's iPhone📱 & #Amazon's AWS☁️ to #SpaceX's Reusable Rockets🚀, the incumbents have more often than not, failed to innovate and/or spot the disruptors.
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Jul 21, 2020 • 9 tweets • 7 min read
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...
(1/4)In an increasingly competitive battle for market share and dominance of the e-commerce arena, @Shopify has partnered up with @Facebook & @Walmart in a matter of few weeks... @amazon might be staring down the barrel of a loaded e-commerce gun on its home turf. #megatrends
(2/4) In a time like this, "the enemy of my enemy is my friend" is a phrase that fits well for India's very own sector devouring #RelianceIndustries and their retail arm, #RelianceRetail!!
After the recent downpour of $$$'s on Antila & a new partner in @Facebook, #megatrends
Jun 3, 2020 • 10 tweets • 4 min read
(1/8)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd)
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Key reasons for concern: 1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers #costcompetitiveness
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