Subject: Re: I'm thinking this is the third time
Where did the money come from? This is a critical question that always needs to be asked.

Amazon

At first the money came from bookstores, late from goods retailers, and later also from grocery retailers. This doesn't include the new line of business called AWS (that also draws in external money). So, all the money came from external sources and created a new industry ("online retailing").

Apple

As the iPhone gained popularity, the money came from all over the place. Anything in the audio realm. The cellphone businesses. Anything in the digital music business. Almost the entire camera industry. Later new businesses (the Apple watch) drew in money from the watch industry. All from external sources and created two new industries ("smartphone" and "apps" and maybe part of "cloud"). A little bit of the money came from inside sources as the iPod was essentially killed by the iPhone, but they did manage to create the iPad that added some new business (with the money coming mostly from outside sources).

Pharma (GLP1)

These are rapidly gaining popularity. And the effects are reduced medical care and reduced other pharmaceuticals. So the money is partly coming from external sources (doctors and hospitals) but some of it, maybe a lot of it, is coming from internal sources. If pharma sells $500B of GLP-1 stuff, it is entirely possible that they will sell $200B+ less of their other stuff. That would mean that 40% of the money is coming out of their own pockets (products).