The Importance of Disruption

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The way people usually think about disruption is there is a very good product in the market that over serves most customers and it's too expensive, right? And so what happens is technology enables a new kind of product into the market that is not suitable for the high end of the market. Usually because it's cheaper. It's low price. Then over time, that new product gets more and more functionality as its efficiency increases. But you could argue in many cases, the one coming in the bottom is actually better.

Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple.

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Links

Ben Thompson: Apple’s China Problem — Stratechery
Ben Thompson: Messaging: Mobile’s Killer App — Stratechery
Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery
Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z
Ben Thompson: Peak Google — Stratechery
Ben Thompson: Beyond Disruption — Stratechery
James Allworth: The Blessing of Failure — Medium
Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery
Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery