Hi Aditya, I'm new to your newsletter but loving it already. The ant/flatties analogy is very helpful in grasping the framework.
Long comment alert so here's my TL;DR question: Do you think an unbundling-bundling cycle can be seen as a part of the Unfair Advantage framework?
It seems to me that a new dimension of innovation follows a cycle of unbundling and rebundling. For example, the value proposition of a Tesla initially was distilled/unbundled to its eco-friendliness. As battery technology improved and delivering on that eco promise became more feasible, the price became affordable for a bigger market. And then the gold-standard parameters of looks, comfort, and safety were bundled into the eco-friendly dimension to offer a complete package better than the current best.
Similarly, CDs unbundled into individual MP3 which were of lower quality. But it gave optionality to listeners and that market expanded until the subscription model of Spotify rebundled songs into playlists.
Hi Aditya, I'm new to your newsletter but loving it already. The ant/flatties analogy is very helpful in grasping the framework.
Long comment alert so here's my TL;DR question: Do you think an unbundling-bundling cycle can be seen as a part of the Unfair Advantage framework?
It seems to me that a new dimension of innovation follows a cycle of unbundling and rebundling. For example, the value proposition of a Tesla initially was distilled/unbundled to its eco-friendliness. As battery technology improved and delivering on that eco promise became more feasible, the price became affordable for a bigger market. And then the gold-standard parameters of looks, comfort, and safety were bundled into the eco-friendly dimension to offer a complete package better than the current best.
Similarly, CDs unbundled into individual MP3 which were of lower quality. But it gave optionality to listeners and that market expanded until the subscription model of Spotify rebundled songs into playlists.