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 “Nobody goes to the store to buy a Swiss Army knife. It’s something you get for Christmas.”

— Jensen Huang

Great businesses start as scalpels, not Swiss Army knives.

By choosing one thing to do, companies are more likely to get great at that one thing — and customers are more likely to know that’s the thing they do.

Here, for example, is Yahoo’s homepage, circa 1999:

There’s a lot going on there — search, auctions, news, email, instant messaging — and Yahoo wasn’t particularly good at any of it.

Here’s Google’s homepage, circa 1999:

It’s easy…

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