This was written in 2002 and includes a warning to Sun about Java commoditising hardware: “When the music stops, where are you going to sit down?”

That was… prescient.

Oracle acquired Sun in 2009-2010 and notably Oracle is a software company that benefits from the commoditisation of hardware, unlike Sun.

Java byte code portability is great for Oracle, but was a strategic mistake for Sun.

It's one of my all time favorites

Grove talks about six forces:

• Power vigor competence of competitors

• Power vigor competence of suppliers

• power vigor competence of customers

• Power vigor competence of potential competitors

• Force of complementors

(Lol why didn't I write down the sixth in my notes?)

And these are all super important for business analysis, but complements is somehow overlooked in casual study