Steve Jobs and NeXT: Navigating Computer Markets for Product-Market Fit (1991) [video]

This is such a prescient analysis from over 30 years ago, and he delivers so well - extemporaneous on a white board. The only error I see is the timing of when the market opportunity for NeXT would match their product: he predicted 1993. The world got there - pretty much as he predicted - but it took a long time.