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💥 How to Profit From the Biggest Disruption in Modern History

Anthropic's Biggest Disruption Yet — IBM's Fall Is Just the Start.

Andrew Lokenauth's avatar
Andrew Lokenauth
Feb 27, 2026
∙ Paid

In 1908, horses powered the entire global economy. They moved goods, plowed fields, and carried people across cities. No one questioned them. They were irreplaceable.

Then the gasoline tractor arrived.

Within a single decade, the horse-powered economy collapsed completely. The horses didn’t fail. They didn’t make mistakes. They simply became obsolete — overnight, at a scale nobody predicted, and with a speed nobody was ready for.

Fast forward to 2010. Blockbuster had 9,000 stores and $6 billion in revenue. They charged massive late fees because their customers had no other choice. Then Netflix offered a better way. Blockbuster couldn’t adapt without killing their own profits. By 2010, they were bankrupt.

In 2007, Nokia controlled 40% of the global smartphone market. By 2012, it was nearly worthless.

That’s not a cautionary tale about bad management. Nokia had great engineers and billions in R&D. It’s a cautionary tale about what happens when the ground shifts beneath a company and they c…

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