Kodak
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 2, 2025 by Benedict Evans · said 9 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Benedict Evans (6), Shane Parrish (2), Adam Grant (1)
tap a year for its mentions
2025 8 mentions in 2 episodes 4 per episode
2021 1 mention in 1 episode
Everything said about Kodak, 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…”
Sep 2, 2025 neutral
Evans: Kodak was once the best-selling US digital camera vendor
“What actually happens is, once it starts happening, Kodak go all in on digital cameras. At one point, they were the best-selling digital camera vendor in the USA, and if you look at their annual ports at the time, they think this is going to be great, because …”