What Richard Rumelt thinks about Google
Strategy scholar and author of Good Strategy/Bad Strategy (2011) and The Crux (2022); taught for over four decades at UCLA's Anderson School of Management, earlier an engineer at JPL.
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1 dated position, 2026, in their own words. Our reading of what Richard Rumelt has said — not written or endorsed by them.
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Their wordsGoogle’s open-source moves aim to drain that moat. If Nvidia’s strength comes from having a familiar software stack, then releasing an open-source stack that will work on TPUs lowers the switching costs for developers. Yes, the battle over hardware is important. But the real chokepoint being fought over is the developer stacks.
↗Chokepoints and Moatsrumelt.substack.com 2nd of 2 in this piece