Стратегия процветания - Рон Аднер
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Эта глава основана на идеях, изложенных в статьях: Ron Adner, Rahul Kapoor. Innovation Ecosystems and the Pace of Substitution: Reexamining Technology S-Curves. Strategic Management Journal 37, no. 4 (2016): 625–648 и Ron Adner, Rahul Kapoor. Right Tech, Wrong Time. Harvard Business Review 94, no. 11 (2016): 60–67. Авторы рассматривали вопросы выбора времени для замены, используя данные и анализ переходов между десятью технологическими поколениями в экосистеме полупроводниковой литографии, произошедших в период с 1972 по 2009 год.
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Я впервые ввел понятия риска совместных инноваций и риска цепочки внедрения в книге The Wide Lens: What Successful Innovators See That Others Miss (New York: Penguin/Portfolio, 2013). Там в первую очередь рассматривался вопрос о фундаментальной важности понимания рисков и управления рисками, лежащими за пределами вашей собственной деятельности, для успешной стратегии выхода на рынок. Здесь же мы рассмотрим, как эти факторы влияют на динамику конкуренции. Прим. авт.
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See Nathan R. Furr and Daniel C. Snow, “Intergenerational Hybrids: Spillbacks, Spillforwards, and Adapting to Technology Discontinuities,” Organization Science 26, no. 2 (2015): 475–493.
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Bill Gates, The Road Ahead: Completely Revised and Up-to-Date (New York: Penguin Books, 1996), 316.
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Интересующихся читателей отсылаю ко второй главе книги The Wide Lens: What Successful Innovators See That Others Miss (New York: Penguin/Portfolio, 2013). Там содержится анализ трудностей с совместными инновациями, не оправдавшими ожиданий при переходе к 3G-телефонии. Параллели между тем переходом и переходом от 4G к 5G весьма занятны.
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Curt Nickisch, “How One CEO Successfully Led a Digital Transformation,” Harvard Business Review, April 8, 2020, https://hbr.org/podcast/2019/12/how-one-ceo-successfully-led-a-digital-transformation.
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Curt Nickisch, “HBR’s Curt Nickisch and Nancy McKinstry Talk Digital Transformation,” Wolters Kluwer, January 17, 2020, https://www.wolterskluwer.com/en/expert-insights/curt-nickisch-and-nancy-mckinstry-talk-digital-transformation.
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Nickisch, “HBR’s Curt Nickisch and Nancy McKinstry Talk Digital Transformation.”
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Nickisch, “How One CEO Successfully Led a Digital Transformation.”
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Wolters Kluwer, 2004 Annual Report, December 31, 2004, 13, https://www.wolterskluwer.com/en/investors/financials/annual-reports.
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Wolters Kluwer, 2019 Annual Report, December 31, 2019, 6, https://www.wolterskluwer.com/en/investors/financials/annual-reports.
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“Zebra Technologies Corporation” FundingUniverse, accessed October 21, 2020, http://www.fundinguniverse.com/company-histories/zebra-technologies-corporation-history/.
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“Zebra Technologies Completes Acquisition of Motorola Solutions’ Enterprise Business,” Zebra Technologies Corporation press release, October 27, 2014, https://www.prnewswire.com/news-releases/zebra-technologies-completes-acquisition-of-motorola-solutions-enterprise-business-108625228.html.
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Промежуточные рынки возникают благодаря изначально присущей рынкам неоднородности. Более подробную дискуссию см. в статье Ian C. MacMillan, Rita Gunther McGrath. Crafting R&D Project Portfolios. Research-Technology Management 45, no. 5 (2002): 48–59. См. также: Ron Adner, Daniel Levinthal. The Emergence of Emerging Technology. California Management Review 45, no. 1 (2002): 50–66.
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David P. Hamilton, “23andMe Lets You Search and Share Your Genome — Today,” VentureBeat, January 23, 2018, https://venturebeat.com/2007/11/17/23andme-lets-you-search-and-share-your-genome-today/.
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Andrew Pollack, “F.D.A. Orders Genetic Testing Firm to Stop Selling DNA Analysis Service,” New York Times, November 25, 2013, https://www.nytimes.com/2013/11/26/business/fda-demands-a-halt-to-a-dna-test-kits-marketing.html.
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Stephanie M. Lee, “Anne Wojcicki’s Quest to Put People in Charge of Their Own Health,” San Francisco Chronicle, March 1, 2015, https://www.sfchronicle.com/news/article/Anne-Wojcicki-s-quest-to-put-people-in-charge-6108062.php.
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Elizabeth Murphy, “Inside 23andMe Founder Anne Wojcicki’s $99 DNA Revolution,” Fast Company, October 14, 2013, https://www.fastcompany.com/3018598/for-99-this-ceo-can-tell-you-what-might-kill-you-inside-23andme-founder-anne-wojcickis-dna-r.
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Charles Seife, “23andMe Is Terrifying, But Not for the Reasons the FDA Thinks,” Scientific American, November 27, 2013, https://www.scientificamerican.com/article/23andme-is-terrifying-but-not-for-the-reasons-the-fda-thinks/.
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Denise Roland, “How Drug Companies Are Using Your DNA to Make New Medicine,” Wall Street Journal, July 22, 2019, https://www.wsj.com/articles/23andme-glaxo-mine-dna-data-in-hunt-for-new-drugs-11563879881.
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Barry Greene, “+MyFamily Program with 23andMe Aims to Increase Awareness of TTR-Related Hereditary Amyloidosis in Families,” Alnylam Pharmaceuticals, September 17, 2019, https://news.alnylam.com/patient-focus/articles/myfamily-program-23andme-aims-increase-awareness-ttr-related-hereditary.
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“23andMe Signs a Strategic Agreement with Almirall,” 23andMe press release, January 13, 2020, https://mediacenter.23andme.com/press-releases/23andme-signs-a-strategic-agreement-with-almirall/.
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Anadiotis, “Why Autonomous Vehicles Will Rely on Edge Computing and Not the Cloud.”
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Fred Lambert, “Tesla Reaches 10 Billion Electric Miles with a Global Fleet of Half a Million Cars,” Electrek, November 16, 2018, https://electrek.co/2018/11/16/tesla-fleet-10-billion-electric-miles/.
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Ингемар Дирикс и Карел Коол ввели в стратегическую литературу понятие дезэкономии сжатых сроков как ключевой фактор, который нужно рассматривать при оценке устойчивости конкурентного преимущества фирмы, в своей эпохальной статье Asset Stock Accumulation and Sustainability of Competitive Advantage, Management Science 35, no. 12 (1989): 1504–1511. Применение концепции дезэкономии сжатых сроков в контексте технологических инвестиций, которые делаются перед лицом возможного подрыва рынка, позволяет перенести эту идею и в литературу по инновациям.
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Justin Bariso, “Tesla Just Made a Huge Announcement That May Completely Change the Auto Industry. Here’s Why It’s Brilliant,” Inc., September 3, 2019, https://www.inc.com/justin-bariso/tesla-just-made-a-huge-announcement-that-may-completely-change-auto-industry-heres-why-its-brilliant.html.
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Kirsten Korosec, “Tesla Plans to Launch an Insurance Product ‘in about a Month,’” TechCrunch, April 24, 2019, https://techcrunch.com/2019/04/24/tesla-plans-to-launch-an-insurance-product-in-about-a-month/.
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Fred Imbert, “Buffett Knocks Elon Musk’s Plan for Tesla to Sell Insurance: ‘It’s Not an Easy Business,’” CNBC, May 5, 2019, https://www.cnbc.com/2019/05/04/warren-buffett-on-tesla-id-bet-against-any-company-in-the-auto-business.html.
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“Apple — September Event 2014,” YouTube video, 55:00, posted by Apple, September 10, 2014, https://www.youtube.com/watch?v=38IqQpwPe7s.
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Dave Smith, “This Might Be the Only Recent Apple Product Steve Jobs Would Have Loved,” Business Insider, July 9, 2015, https://www.businessinsider.com/apple-pay-is-the-best-new-service-from-apple-2015-7.
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Stephanie Mlot, “Isis Mobile Wallet Finally Launches Nationwide,” PC, November 14, 2013, https://www.pcmag.com/news/isis-mobile-wallet-finally-launches-nationwide.
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Ingrid Lunden, “Google Is in Talks with Mobile Payments Company Softcard,” TechCrunch, January 16, 2015, https://techcrunch.com/2015/01/16/softcard/.
