Is Google Victim of the Innovator’s Dilemma with ChatGPT?

ChatGPT, an “intelligent” chatbot, represents a major breakthrough. One would have expected that Google, the leader in search engines for the last twenty years, which has been investing heavily in artificial intelligence, would have been at the origin of it, but it is not the case. Is Google the new victim of the innovator’s dilemma, a syndrome often observed when a leader is overtaken by a new entrant?

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Is Meta the new Kodak? Eight history lessons on the necessity and risks of big innovation bets

Meta, the parent company of Facebook, is doing badly. The announcement of its poor results was very badly received by the stock market. The company lost 25% of its value in one day. The weakness of Facebook and the doubts about the relevance of the colossal investment made in the metaverse, a system creating a virtual world, question the strategy of the company. The weakness of the legacy activity, and the difficulty to launch a new activity, the situation of Meta is not unlike that of Kodak twenty years ago. A look at the history of the major bets made by companies to launch or renew themselves is useful to better understand the issues facing Meta and avoid hasty judgments.

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Disruptive Innovation: The Legacy of Clayton Christensen

Clayton Christensen, the man behind the work on the notion of disruption, died on January 23, 2020 at the age of 67 of cancer. He was a major management theorist, like giants such as Peter Drucker or Michael Porter, and his work is more relevant than ever at a time when large companies continue to find it difficult to respond to the multiple ruptures in their environment. In what follows, I propose a synthesis of his work to show how it can be very useful.

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