> Mostly the story seems to be "giant multinational company is slow to react to disruptive technologies", which is a story you will hear every year for all time

> Mostly the story seems to be "giant multinational company is slow to react to disruptive technologies", which is a story you will hear every year for all time. It is inevitable. No company wants to fund the R&D projects that will kill a cash cow. This is why disruptive tech almost always comes from small startups or scrappy underdogs. This is true for non-technical management, but if you look at Alphabet / Facebook / Amazon / Tesla / NVIDIA, the leaders try really hard to change the product and/or create new cash cows that are comparable in size with their previous ones. The reason that I wouldn't invest in a company with a CEO without technical knowledge is that they have no means to reinvent their company fast enough.