4 ms·
I think different eras require different types of leaders that sit on the explore/extract axis. Product leaders (the 'explore' end) are there to define product
by npunt 6y ago
I think different eras require different types of leaders that sit on the explore/extract axis. Product leaders (the 'explore' end) are there to define product categories, while Sales leaders (the 'extract' end) are there to win in product categories.
In the 70s, components were expensive and thus the market was mainframes and big company sales, so required a sales leader to extract the most, and the product could be average (like IBM, HP).
In the early 80s, components were getting cheap enough to be affordable by regular people, so a product leader was needed to define the personal computing sector, as the product could not be average (not Commodore, TI, or IBM PC).
In the late 80s - 90s, commoditization meant it was about capturing the value of the personal computing sector, so it required a sales leader to extract the most, and the product could just be average (like Windows, beige PCs).
In the late 90s - 00s, it became cheap enough to start internet companies at scale and opened up an entire market, so it required product leaders to define the core internet offerings of cloud, social media, search, and ecommerce, and the product couldn't be average (not Yahoo, Myspace, or co-lo ISPs).
In the mid 00s, components were getting small & powerful enough, so it required a product leader to define the mobile computing sector, and the product couldn't be average (not Nokia, Blackberry, Win Phone).
In the 10s - now, with mobile and internet now defined, it required sales leaders to extract the most and the product could be average (like Android).
Jobs was a success when product vision was necessary (early 80s, late 90s-00s), and a failure when it was not (late 80s-90s).
Ballmer was a success when sales/extraction was necessary (90s) but a failure when it was not (the 00s), as I consider not leveraging a leading market position into multiple adjacent trillion dollar business sectors a failure.
Cook has been a success for the past decade because the market really needed someone to execute well on the things that were just defined (mobile devices). According to the above theory, it should have been the decade of Android, but Apple's execution has been so much more competent than Google's that they ran away with it.