An interesting take on market penetration and market share and how these traditional metrics might be part of the problem for incumbents missing out on opportunities. Think about Kodak, Yahoo, and Friendster. It doesn't paint the whole picture but gives some things to think about.
"Transaction data tells you what people bought, not what they want — and sales are not the same as demand."
"Category creators are changing the world — and our metrics need to keep up."
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