film
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 2, 2025 by Benedict Evans · across every show →
Everything said about film, oldest first
Sep 2, 2025 negative
Evans: Kodak died from moving into undifferentiated, low-margin commodities
“The other side of it is that film was this high margin product where they had a bunch of unique intellectual property, and digital cameras are a low margin commodity, where they were competing with the entire consumer electronics industry with no differentiati…”