A huge opportunity

2022-03-08 12:32:0701:34 5

声音简介

Blockbuster looked at the DVD postal business using a marginal lens:it could only see it from the vantage point of its own existing business.When viewed like this,the market Netflix was going after did not look at all attractive.
Worse,if Blockbuster did go after Netflix successfully,this new business was likely to kill Blockbuster's existing business.No CEO wants to tell shareholders that he wants to invest to create a new business that's going to be responsible for killing the existing business, especially if it's much less profitable.Who would go for that?
Netflix, on the other hand, had none of those concerns.There was nothing weighing it down--no marginal thinking.It assessed the opportunity using a completely clean sheet of paper. It didn't have to worry about maintaining existing stores or propping up existing margins;it didn't have any.All Netflix saw was a huge opportunity .… the exact same opportunity that Blockbuster should have seen,but couldn't.
百视达用边缘视角看待DVD邮寄业务:它只能从自己现有业务的有利位置来看。从这个角度来看，网飞追求的市场一点也不吸引人。更糟糕的是，如果百视达成功收购了网飞，这项新业务很可能会扼杀百视达的现有业务。没有一个首席执行官想告诉股东，他想投资创建一个新业务，而这个新业务要为扼杀现有业务负责，尤其是在利润低得多的情况下。谁会同意呢？
另一方面，网飞没有这些担忧。没有什么能比下去——没有边际思维。它用像完全干净的一张纸一样的思维来评估机会。它不必担心维持现有的商店或支撑现有的利润；它什么都没有。网飞看到的是一个巨大的机会。…百视达也应该看到但没能看到的机会。