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FAANG has an IBM-in-1992 problem.
Layer upon layer of middle management means layer upon layer of white lies, and eventually the execs can't tell which way is up. 5% growth and they call it a win. That is what "easily disruptable" looks like from the inside.
Musk and Block are flattening. FAANG hasn't moved.
Zuck is the one founder actually trying to reinvent, and I'll give him that. But Carmack went to Meta with all the reputation capital in the world and still couldn't ship. The bureaucrats won. That's the tell.
Apple and Amazon don't even have the founder in the building anymore. Tim Cook is a supply-chain savant running on Jobs's last five product decisions. Jassy is a professional operator running on Bezos's last five platform bets. The engine is cooling, and the incentive to disrupt themselves is gone.
This is exactly how Blockbuster, Sears, and Yellow Pages looked right before the internet dropped the trapdoor.
If the titans are this brittle, the ground is moving for everyone.
Burger King is launching Nutella and Biscoff ice cream burgers
The Nutella Ice Burger adds chocolate-hazelnut spread and caramelized hazelnut pieces, while its Lotus Biscoff counterpart comes with cookie butter and crunchy biscuit pieces
Did i ever tell you I went on a sushi diet one time? it just didn't work because there was no drive through.







