Innovator's dilemma, invention versus reinvention; Mike Jones discusses Yahoo. They have carved out into well-funded startups a couple of (horizontal) gems--HortonWorks is one of them. It'll be interesting to see how groundbreaking a new growth strategy might be.

http://www.reuters.com/article/2011/09/09/industry-us-yahoo-future-idUSTRE78857120110909

Great article. Thanks Greg!

My favorite paragraph is this one...

Internet entrepreneurs believe that ideas and products need to have constant iteration, constant innovation. We build upon, and upon and upon -- never stopping. We stack our organizations with project managers, product managers, developers and designers -- constantly trying to improve, improve and improve our product lines. The flaw is we sometimes don't recognize when we've hit the point of diminishing returns.

We always think we can innovate our way to future success.

Sometimes it's better to just start over.