Disruption
Disruption is still explanatory, but the Internet has changed a lot.
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Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
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Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed in the age of the Internet.
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Not all products are disruptive: some are obsoletive. They are more expensive but remove the need for entire categories of products.
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Venture Capital and the Internet’s Impact
Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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Onshape and Disruption, Office 365 and Sustaining Innovation
Onshape is CAD software making a bet that starting with the cloud is fundamentally disruptive. However, disruption includes an economic component, and as Office 365 v Google Apps suggests, if that doesn’t exist the incumbents will respond
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China Slowing, Apple Growing; Is Tesla Disruptive?
Today’s update examines how it is that China smartphone sales are decreasing even as Apple’s share is increasing. Then, I once again take on disruption theory and its adherent, this time around Tesla.
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Daily Update: Apple and Disruption, Chromebooks Surpass iPads, Chromecast Surpasses Apple TV
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Best
The key to avoiding disruption is by providing a superior user experience; that, though, requires focus and execution.
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Daily Update: Apple’s Seattle Office, The Imminent Demise of Radio, CNET Launches a Magazine
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Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries
IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.
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PayPal’s Incentive Problem
By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.