Disruptive innovations

Worse on the existing dimensions of value, but win on a new dimension of value

eg

Doesn’t necessarily require a change in architecture

Disruption can be hidden by market growth in the disrupted industry

Existing players are often searching for incremental value

Connectivity / IoT might be a place where we’ve seen minimal incremental value, but might see transformational value

reference The Innovator’s Dilemma Clay Christensen