Is Tesla disruptive?

Apparently not, according to Tom Bartman, an associate with Clay Christensen’s research group at Harvard Business School. In a report from Harvard Business Review, they apply a framework to understand whether a new firm, like Tesla, will disrupt an old one, like GM or Toyota. The framework asks 5 questions: Does the product target over-served …

'Wait and See' as the appropriate response to disruption

This week a couple of outlets provided coverage of my forthcoming Management Science paper with Matt Marx and David Hsu. Techcrunch: Taking a Wait and See Approach with Disruptive Innovations Knowledge@Wharton: Why Disruptive Innovation can Help Market Leaders Put simply, the overwhelming response from the Christensen-led school of disruptive theory is that incumbents are doomed …

Choosing to disrupt

The recent debate over 'disruption theory' has focussed on the over-use of the word 'disruption' and also on whether it can be used to predict the fate of incumbents in various industries. Somewhat lost in that discussion is precisely what disruption means for start-ups. There has been a tendency to think that start-ups should have …