[hyp0]

Reading his books, my overwhelming impression is that it's unclear if there's any predictive power. I'm unsure how you'd go about demonstrating it one way or the other - but that's Christensen's job. That he hasn't done it is telling. [ He does seem to be trying to push it as an all-encompassing theory, to be "people buy what they want" (and redefining "technology" more abstractly in subsequent editions, to include any way of doing any thing). And he's got that consultancy going... always good for "truth"... ]

However, I'm not sure how you see Google as not disruptive...? By revenue, it's an advertising company, and a different ballgame from print media etc. (advertisers get live feedback on performance - focus groups can't match that). The bidding idea is also brillant (from goto/overture) - google gets the highest possible price, but your competitor is the bad guy. Though I guess you might say it's the internet that's disruptive, and google's just along for the ride.