Bumper cars and Apple, Amazon, Google, Facebook

Neil Cybart:

We are seeing the early signs of a new competitive landscape take hold in the tech space. Facebook and Google find themselves increasingly getting squeezed. Meanwhile, Amazon, Apple, and Microsoft are gaining competitive strength. Each is building stronger customer bonds while also expanding its respective ecosystem.

And:

One of the best and easiest ways to visualize this changing competitive landscape is to think of the giants as bumper cars. In the beginning, the bumper cars were on a track with a guardrail in the middle preventing head-on collisions. All of the cars moved safely around the loop in the same direction. Despite a few bumps here and there, each company (car) was able to largely do what it wanted without running into too many competitive hiccups.

And then they removed the guardrail in the middle of the track. Nice analogy (the pictures help) and an interesting read.