S-curve
3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Steven Sinofsky · across every show →
Everything said about S-curve, oldest first
Jan 2, 2019 bearish
Sinofsky: PCs will become super expensive and niche like mainframes
“PCs are going to get super expensive now. Like, and everything about them is, it's just like buying a mainframe. Like, today, you can, if you're a big insurance company running mainframe software, you can hire programmers, you can get new features. It's just 1…”
Jan 2, 2019 neutral
Evans: Smartphones have reached the upper slope of the S-curve
“Well, so the way I kind of think about this is we're now kind of on the upper slopes of the S-curve for smartphones. There was a period when, like, the first smartphones were amazing, and then there's a period of very, very rapid improvement, the screens get b…”
Jan 2, 2019
Sinofsky: Maturing S-curve companies change executives to extract revenue from existing users
“And, the most interesting thing as you mature on the S-curve is that generally what happens is companies go through massive turmoil, And they change their executive staff, and they bring in people who are willing to figure out how to charge your existing custo…”