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"Google is a disruptive competitor.
Their options, in reality, were to start the disruptive competitor — or go bankrupt.
Unless it is blocked, says James Cole, a deputy attorney-general, consumers will suffer.Regulators are particularly worried that the takeover would eliminate a disruptive competitor.
Sooner rather than later, as it continues to propagate its new business model, this disruptive competitor is going to change how this industry works.
"This does not look to be a massive disruptive competitor in the short term," says Dave McCarthy, a well-regarded retail analyst at HSBC. "If Amazon is 50% the size of Ocado in five years it will have done well, but would still be well under 0.5% market share".
This ability to shift between industries means that a platform that doesn't seem disruptive today can suddenly become a disruptive competitor tomorrow.
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Common mistakes, the authors say, include failing to view disruption as a gradual process (which may lead incumbents to ignore significant threats) and blindly accepting the "Disrupt or be disrupted" mantra (which may lead incumbents to jeopardize their core business as they try to defend against disruptive competitors).
Disruptive competitors begin to move upmarket, and the power to make money shifts away from companies that design and assemble the end-use product toward the back end of the value chain to those companies that supply subsystems with internal architectures that are still technologically interdependent.
The difference between linear and platform businesses has important implications for where you should look for disruptive competitors.
Innosight also predicts this number will drop even lower in the future at just 12 years by 2027 due to technology shifts and companies being slow to respond to disruptive competitors.
Salter: If you were forced to become the chief executive of one of Britain's big banks, how would you go about pivoting the business model to compete with disruptive competitors?
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com