a16z Podcast a16z Podcast: Beyond Disruption Theory
Jul 4, 2019
Explore the fascinating world of disruption theory and its role in innovation, as the hosts discuss its impact on investment strategies. They compare the innovation struggles of established tech firms with the adaptability of startups. Valuable lessons from their entrepreneurial journeys highlight the importance of resilience over peer comparisons. Delve into the perseverance required to navigate challenges in industries like electric cars and rocketry, with insights drawn from the financial crisis that shaped many entrepreneurs.
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Episode notes
Disruption Theory Validity
- Clayton Christensen's disruption theory, while facing recent criticism, remains largely valid.
- The theory explains why new companies emerge and eventually surpass established ones.
Disruption Theory in Investing
- Use disruption theory to identify both investment opportunities and potential pitfalls.
- Avoid attacking "new incumbents" like Google, as they are aware of and can counter disruption.
Disruption and Progress
- Disruption is often viewed negatively, but it's essential for progress.
- It allows new companies with innovative ideas to replace outdated ones and improve products and services.
