Episode Details

This examines the history of the internet industry through the lens of Kentaro Kawabe's book, which analyzes thirty years of evolution across seven core themes.

It highlights how disruptive innovation often originates from "suspicious" or unpolished ventures that established corporations initially dismiss as irrational or unprofitable. Using the rise of YouTube as a primary example, it illustrates how newcomers leverage chaos and experimentation to eventually unseat industry giants. A central theme is the innovation dilemma, where successful companies become paralyzed by their need to protect existing assets and legacy business models. This historical perspective serves as a framework for understanding the current AI revolution, suggesting that "AI-native" startups may soon displace today’s tech leaders.

It argues that future industry shifts will likely be driven by fringe outsiders who are unburdened by the successes of the past.