How much of an impact has Digital Transformation really had on major markets? How often do unicorns disrupt incumbents? Let’s dig into the data over the last 30 years. 

SHOW: 711

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SHOW NOTES:

• How Incumbents Thrive and Survive (HBR) - Jullian Birkinshaw

CHANGE COMES SLOW AT FIRST, AND THEN ALL OF A SUDDEN (or does it?)

• Since 1995, 40% have stayed, 50% have merged/sold, 7-8% dropped out, and 50% of existing move up into F500.
• The Blockbuster, Nokia and Kodak stories are outliers. 

THE USER EXPERIENCE HAS CHANGED, BUT THE COMPANIES BEHIND IT HAVEN’T AS MUCH

• Disruption is about more than just newer/better technology
• Existing brand relationships, trust, physical locations, supply-chains, partner-networks all play a key role for incumbents
• Everyone is investing in digital transformation, for various reasons - user experience, data analysis, cost cutting, etc.
• Four paths as an incumbent - [1] Fight back, [2] Double down, [3] Retrench, [4] Move away

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