The Innovator's Dilemma

also referred to as: innovator's dilemma

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Oct 14, 2016 by Moisey Uretsky · said 16 times in 10 episodes since 2016 · across every show →

Mentions by year

brought up most by Moisey Uretsky (4), Tyler Willis (2), Dharmesh Shah (2), Clay Wilkes (2), Scott Dietzen (1), Sam Corcos (1), Ryan Caldbeck (1), Guy Podjarny (1)

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2023 2 mentions in 2 episodes 1 per episode
2022 4 mentions in 3 episodes 1 per episode
2020 2 mentions in 1 episode
2016 8 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about The Innovator's Dilemma, oldest first

Oct 14, 2016 positive
Insight
Uretsky: 'The Innovator's Dilemma' is essential reading for startups to defeat incumbents
“I mean, because that's the one that as a startup you have to read because that's going to give you the secret to big, to beat out those big incumbent companies. Everything else is Kind of structures into that. That's the one that you need to really understand …”
Moisey Uretsky Oct 14, 2016 ▶ 23:22 20VC: How You Can Learn To Be A Great Business Leader & Why All Successful Business Must Be Loved or Needed with Moisey Uretsky, Founder @ Digital Ocean
Jun 2, 2021 negative
Opinion
Glyman: Amex cannot launch spend-reduction tools due to Innovator's Dilemma
“So first, there's this question of, like, why isn't Amex doing this? Like, why isn't Amex going saying, let's go apply, like, a savings algorithm? And for them, it's a really, like, this is true, like, Clay Christensen, innovator's dilemma. It's like, yes, you…”
Eric Glyman Jun 2, 2021 ▶ 17:01 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
May 22, 2024 neutral
Insight
Levie: AI startups will win where incumbents face Innovator's Dilemma business model traps
“Similarly in AI, I think there'll be some categories where incumbents have the natural advantage, but then there will be either blind spots that those incumbents don't kind of go after, or there will be things so different from their existing business model in…”
Aaron Levie May 22, 2024 ▶ 24:27 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
Apr 18, 2025 negative
Insight
Socher: Google's AI struggles stem from ad-model innovator dilemma, not tech
“I think it's never been a question of technical strength for Google. It's just a question of classic innovator's dilemma. You make money by showing ads and lists or blue links. So it's hard to give people just a straightforward, useful answer.”
Richard Socher Apr 18, 2025 ▶ 18:34 20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
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