Independent technology analyst Benedict Evans explains why Big Tech giants divest or partner out of business lines that cannot scale purely through automated software.
0:00 / 0:38exact quote · 38.4s
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“And a much more recent example is Google handing off its home security product line to ADT. And the theory was that you could turn home security from these boxes that, you know, somebody in a pickup truck comes with a ladder and spends all afternoon putting boxes up around your house. And thesis was where you could make that into software. You buy five or six boxes online and you put them around your house yourself and you don't need, your software takes care of it. And they discovered, no, you kind of still need a blue collar guy in a pickup truck with a stepladder to come and set it all up. So does Google go and hire 30,000 blue collar guys with pickup trucks and stepladders all across America? Hell no. They handed off to ADT.”
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