1st axiom of disruption

Given a disruption, there will be winners and losers

An axiom or postulate is a statement that is taken to be true, to serve as a premise or starting point for further reasoning and arguments.

f(disruption) = winner | loser

is universally valid.

Informally, disruption is a strong event. There will be winners and losers. It does not imply that a disruption will topple a fortune 500 company due to diversity of holdings— but it can. All businesses and models are mortal.

52% of Fortune 500 companies have been acquired or are now bankrupt/non-existent since the Jan 1. 2000. — McKinsey & Company Study, “IT Under Pressure”

Winners
Apple
Amazon
Google
Microsoft
Uber
AirBnb
Jet.com
bitcoin

Losers
Dashboard navigation
Newspapers
Bookstores
Wristwatches
Books
Video cameras
PDAs
Maps
Day timers
Video stores
Music industry
Farmers

Big disruption where dogmas collapse does not come gently or conventionally. Uber doesn’t own cabs. Airbnb doesn’t own hotels. Amazon doesn’t own bookstores. Timing, decision making, focus, and the ability to fight over engineering probably make the most difference.

Find solutions customers can’t survive without.