[bgibson]

>True disruption does occur, when a fundamentally different and fundamentally better way of doing something comes along,

Fwiw, Clayton's definition of disruption is something worse, not better, but just good enough and much cheaper and more accessible than the incumbent it disrupts. Initially it doesn't steal any customers from the incumbent, rather it opens new markets and brings in new segments that couldn't afford the incumbent, and only after that does it begin eating into the incumbent's market share.