Or Bezos in retailing. First he beat Barnes & Noble etc, then he beat Walmart and Target (and everyone else). All from a guy that hadn't spent a minute in retail previously.
Both Bezos and Musk took advantage of an exception to what Thiel is talking about: inflection points in technology sometimes provide massive competitive openings that are better viewed as blue ocean because they're so different from the establishment.
Both Bezos and Musk took advantage of an exception to what Thiel is talking about: inflection points in technology sometimes provide massive competitive openings that are better viewed as blue ocean because they're so different from the establishment.