[FernandoTN]

The innovators dilemma talks about a similar situation with storage. Every x years a new, smaller format would arrive and everybody would brush it aside until after some time the benefits would be noticeable and everybody would scramble to jump into the new format.

This process would go on to repeat itself, not always the innovators of introducing a new format would be able to replicate this shift, mainly because they would be victims of their own success and had to keep up with expected revenue and margins.