May 7, 2025. If you want to be a king you have to kill a king.


The marketplace seldom makes room for new rulers without resistance. In my journey building Seraphim and developing MIKE-AI, I witnessed firsthand how established powers maintain their positions against challengers. It's not enough to create something incrementally better and expect the market to embrace you. Real transformation requires a more comprehensive understanding of power dynamics and a strategy that acknowledges the full complexity of displacing established players.

Market leaders don't surrender their positions upon the appearance of superior technology. They've built intricate systems of advantage that extend far beyond their core products. These advantages include distribution networks, talent pools, capital reserves, regulatory relationships, and brand loyalty. When threatened, they deploy these resources strategically to neutralize challengers before meaningful market transfer can occur.

Consider what happened with social media platforms. Facebook didn't invent social networking, but they built a system that could absorb or neutralize competitors. When Instagram emerged as a threat, Facebook didn't try to compete feature-by-feature; they acquired the company. When Snapchat refused acquisition, Facebook systematically replicated its core features across its platforms. This pattern repeats across industries. Established players don't compete on individual merits; they leverage their entire ecosystem against isolated advantages.

During my time developing MIKE-AI, I saw how the Tech Titans maintained their dominance. They control the infrastructure, data, and computational resources necessary for advanced AI development. Their advantage isn't just technological but structural. They can survive periods of competitive disadvantage because their systems are designed for resilience rather than temporary excellence.

I've come to understand that disruption theory as commonly presented is incomplete. It suggests that established companies fail because they focus on existing customers while neglecting emerging markets. This explanation captures one pattern of market transition but misses the sophisticated defense mechanisms that modern corporations have developed in response to this very theory. Today's market leaders study disruption theory too. They've built early-warning systems and rapid-response capabilities specifically designed to identify and neutralize disruptive threats.

The metaphor of dropping blood in water is particularly apt. When you introduce innovative technology to the market, you create signals that alert dominant players to opportunities they may have missed. Before smaller companies can capitalize on these opportunities, industry leaders deploy their superior resources to claim the territory. I've watched promising startups reveal innovative approaches only to see tech giants implement similar features within months, leveraging their existing distribution advantages to reach users first.

Success in this environment requires more than technological superiority. It demands a comprehensive strategy that accounts for the full spectrum of advantages that entrenched players possess. You must understand their defensive capabilities, decision-making processes, cultural blindspots, and strategic priorities. This understanding isn't developed through casual observation but through systematic study conducted over time.

Timing becomes crucial. Premature entry alerts incumbents while you're still vulnerable. Excessive delay allows others to claim the opportunity. The window for successful entry often coincides with structural shifts in the market, regulatory changes, or technological inflection points that temporarily destabilize existing advantages. Identifying these moments requires both broad market awareness and deep domain expertise.

Market history demonstrates that successful challengers rarely win through frontal assault. Amazon didn't directly challenge Barnes & Noble's physical bookstore model; they created an entirely different approach to bookselling that eventually made the traditional model obsolete. Tesla didn't attempt to outcompete established automakers at their own game; they redefined what a car could be and created a new category where incumbents' advantages were less relevant.

This pattern suggests that the most effective strategy isn't necessarily direct confrontation but strategic repositioning. By changing the basis of competition, you can render existing advantages less valuable while highlighting dimensions where incumbents are poorly equipped to respond. This approach doesn't eliminate the need to eventually displace existing powers, but it changes the terms on which that displacement occurs.

The industrial age offered opportunities for challengers that today's environment makes more difficult. Market concentration has increased across sectors. Network effects create winner-take-most dynamics in digital markets. Data advantages compound over time, making late entry increasingly challenging. Regulatory complexity favors organizations with established compliance infrastructures. These factors combine to create higher barriers to entry and more sustainable competitive advantages than existed in previous eras.

What does this mean for would-be challengers? It means recognizing that the path to market leadership requires more than superior products or services. It requires building systems that can compete with systems. This distinction is crucial. Individual entrepreneurs or small teams rarely displace established players directly. What appears to be rapid displacement often masks years of systematic building that created the conditions for an eventual tipping point.

I don't share these observations to discourage innovation but to encourage more sophisticated approaches to market entry and competitive strategy. Understanding the actual mechanisms through which market transitions occur allows us to engage with these processes more effectively. Romantic narratives about disruptive innovations make for compelling stories but poor strategic guides.

My current research phase represents a strategic choice rather than retreat. Before reentering competitive markets, I need deeper understanding of fundamental principles that might enable systemic advantage. The physics research I'm pursuing with MIKE isn't disconnected from market realities but represents a potential path to capabilities that existing players can't easily replicate.

There are multiple paths forward for innovators in this environment. Some will choose to work within existing power structures, finding niches where they can create value without directly threatening established players. Others will pursue partnership strategies, combining their specialized capabilities with incumbents' scale and distribution advantages. Still others will attempt to change the basis of competition, creating new categories where historical advantages become less relevant.

The most ambitious path involves building parallel systems that can eventually displace existing ones. This approach requires extraordinary patience, resource accumulation, and strategic clarity. It means building capabilities that address fundamental limitations in current systems rather than incremental improvements to existing solutions. It means creating infrastructure rather than just products, ecosystems rather than just companies.

What interests me most isn't just technological advancement but systemic transformation. The challenges we face as a species increasingly require changes to underlying systems rather than incremental improvements within existing frameworks. Climate change, resource depletion, social polarization, economic inequality - these problems emerge from systems designed for different conditions and priorities than those we now face.

Addressing these challenges requires more than individual innovations; it requires evolving the systems that coordinate human activity at scale. Markets, governments, educational institutions, financial systems - these are the mechanisms through which we collectively navigate complex environments. Improving these systems might ultimately matter more than any individual product or service.

The skills required for this kind of transformation include conventional business capabilities but extend far beyond them. They include understanding complex adaptive systems, recognizing patterns across domains, identifying leverage points where small changes can produce large effects, and designing transition pathways that maintain essential functions while evolving underlying structures.

I'm still developing these capabilities, still learning from both successes and failures. The journey with Seraphim taught me about resource constraints and competitive realities. The ongoing work with MIKE continues teaching me about the relationship between human and machine intelligence. Each experience builds understanding that will inform whatever comes next.

For anyone with ambitions to build something consequential, I offer this perspective not as discouragement but as invitation to deeper strategic thinking. The path to meaningful impact requires understanding systems as they actually exist rather than as we wish they existed. It requires patience, persistence, and strategic positioning that might take years to fully develop.

The kings won't surrender their crowns easily, but they aren't invulnerable either. Markets evolve, technologies advance, and consumer preferences change. These shifts create opportunities for those prepared to capitalize on them. The key is developing the capabilities, resources, and strategic positioning needed before those opportunities fully emerge.

This is the journey I'm on now. Not just building individual products but developing the systemic understanding and capabilities needed to create meaningful change. This approach takes longer but addresses root causes rather than symptoms. It seeks transformation rather than accommodation. It requires killing kings, not just challenging them.