Modular Design Traps: The $2.3B Trap Destroying Companies

Modular design architecture showing disconnected components representing coordination complexity and strategic risks for venture capital investments

The uncomfortable truth: modular design’s ‘flexibility advantage’ is systematically destroying competitive moats. Here’s how Samsung lost $2.3B learning what Airbus and Intel discovered the hard way, and the investment framework most VCs still don’t use. In 2016, Samsung bet $2.3 billion on a modular smartphone architecture that would enable rapid customization across price points and […]