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Blockbuster (retailer)
David Cook · 1985
Blockbuster’s story is not about disruption — it is about refusal. It controlled distribution, not demand. It priced convenience as punishment. Its collapse was mechanical, not mystical.
The most written-about and least evidenced subject in business.
Blockbuster’s story is not about disruption — it is about refusal. It controlled distribution, not demand. It priced convenience as punishment. Its collapse was mechanical, not mystical.
POSCO is a state-created steelmaker that achieved scale and productivity through sovereign backing — not market signals or founder vision.

ABB is a post-merger industrial incumbent whose value lies in proven, regulated, physical infrastructure — not software, platforms, or scalability stories.