» You got disrupted

Dan Moren on Apple’s effect on the cell phone carriers:

In truth, the carriers have run up against the fundamental problem of their business model: They own the streets, but they don’t make the cars. And other than paying their taxes to make sure they stay open and pothole free, people don’t really care much about their streets.

It couldn’t have happened to a nicer industry. Stan Sigman’s off disrupting a golf course somewhere right now.