[FredPret]

The defender's advantage only counts if the corporation is run by people smart enough to do something about it.

History is littered with out-innovated companies that are gone or clinging to relevance. Xerox, IBM, cable companies, telephone companies, every train company ever. All had a huge opportunity to disrupt their own business model and make even more money, almost none of them managed it.

[amscanne]

It's funny that people only seem to remember the successes. Seemingly dominant giants fall all the time. Kodak, Nortel, Blockbuster, Blackberry, ...

[ThunderSizzle]

A current model in danger: flight travel in the US.

It's becoming too expensive and too much of a hassle. On top of plane tickets, the airport rental car system is also absurdly expensive. Flying, while fast, is full of inconveniences that make it less worthwhile.

The first airline that rebrand itself as (1) from your door to (2) your real destination, and starts including effective ways to get to/from airport while having faster security lines will become dominant.

E.g. if Delta started connecting ATL to the local region by rail or fast buses