Zortix matched this thesis to Cloud & software ETFs as one way for retail investors to get exposure. Not a recommendation.
NeXT's pivot to enterprise software for survival
The case was made that NeXT Computer only survived by pivoting to enterprise software, a move Steve Jobs initially resisted but was forced to accept by financial advisors.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.