Information technology is highly portable, it’s not reliant on one place, so a certain area doesn’t have the same kind of control over it. GM can’t pack up its car plants and fly off to another country over night, but a software company can.
“Unbundling of YouTube.” You can build a big company by targeting a vertical within YouTube with a product that has better features and more opportunities for creator monetization. Twitch is a great example of this! We’re also watching early stage companies like Supergreat (in beauty) and Tingles (ASMR).
In this imagined future-Twitter, the interface would only surface content from areas of the platform of which users are a member or a follower. The owners of brands, topics, and genres could either get a percentage of ad revenue or charge subscriptions (with Twitter getting a fee, of course) for access to certain types and pieces of content.
Enterprise startups don’t cross the chasm, they bridge the chasm with a balanced self-serve and enterprise-grade platform with multiple reinforcements.