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The Five Cs of Disappearance
A series on how whole industries disappear: Capital, Compression, Container, Customer and Category.
Nobody Canceled the Iceman
Industries rarely disappear because a better rival wins or everyone goes bankrupt. They follow a pattern I call the Five Cs of disappearance: Capital, Compression, Container, Customer and Category. The last one is the hardest to see, and it is the one that finishes an industry.
The iPhone Killed the Calculator. Now the LLM Is Coming for Your Software Company.
When the iPhone arrived, it did not have to be a better calculator, camera or map to stop people from buying those things. The LLM is about to do the same to software.