The Pattern
In 1994, Sears cancelled their catalog—the original "everything store." Two years later, Amazon launched. Sears had the playbook. They let it slip away.
I've spent 20 years watching this pattern repeat. The incumbents get comfortable. The founders get hungry. Power shifts.
I cut my teeth in telecom—six companies, multiple turnarounds. Cbeyond, Birch, Xspedius, Airband, Alpheus, Windstream. Chaos was the job. At Cbeyond, I was their #1 rep nationally and watched us go from scrappy startup to IPO. Learned what it takes to scale—and what it takes to maintain control when the suits arrive.
Then I went to Amazon. Not to coast—to learn. I wanted to see how Big Tech actually operates from the inside. Grew my org from $1B to $3.2B. Built AI-powered systems. Pushed hard. Shipped fast.
And I confirmed what I suspected: They're stuck.
I love the people at Amazon. Brilliant, hardworking, good humans. But the machine is slowing down. Apple without Jobs. Amazon without Bezos. Big Tech struggles to innovate without founders at the helm. The same vulnerability they exploited in the 2000s? They have it now.
AI is the new catalog. The founders who grab it will be the next Amazon. The companies that committee-meeting their way through this window will be the next Sears.