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In 2011 I wrote: My hypothesis is that The Primary Cause for the shift of profits from Incumbents to Entrants has been the disruptive impact of a new input method. It was a description of what I considered to be the…
The bank robber Willie Sutton did not say, when asked why he robbed banks, “because that’s where the money is.” He did agree with the idea however saying “Go where the money is…and go there often”. Regardless of it being…
If software can be injected into an industry’s product it will bend to the will of the software writers. This theory expands on Marc Andreessen’s observation that “software is eating the world”. The evidence is that…
Amazon’s recent disputes with publishers (Hachette and Disney) shows a degree of market power that is closer to monopsony than to monopoly but this power is nevertheless real. It may not not be something that requires…
One of the paradoxes of the “post-industrial” era is the aversion to application of capital to growth opportunities. Generally speaking, capital has become trapped in bank accounts as opposed to equipment which could be…
New market disruptions take root in non-consuming contexts. For instance, mobile phone photography began not because early phone cameras were good. They weren’t good at all but good enough when a camera was not within…
Disruption happens when the strong are defeated by the weak. More precisely it’s when those with unconstrained access to resources have them taken away by those with minimal or no resources. It’s a phenomenon that is in…
You can hear this as an MP3. [It’s important to understand just how much the theory has evolved in the last 10 years. Much more perhaps than in its first eight.] Doug Kaye: Hello, and welcome to IT Conversations, a…
My talk on the future of things from Censhare’s FutureDay 2014 in Munich. Watch the video on YouTube
In The Capitalist’s Dilemma, Clayton Christensen and Derek van Bever introduce a powerful new theory which explains the relative paucity of growth in developed economies. They draw a causal relationship between the…