Disruptive Innovation
topic on 5 shows · 6 statements across 5 episodes
American Optimist 
Lenny's Podcast 
All-In 
TBPN 
20VC
6 statements about Disruptive Innovation, every show
Wood: Mega-cap tech stocks tripled since 2019 while disruptive tech gained 30%
“So you can see from 2019 to 2024, the mag six Tripled. They tripled in valuation in the market, market cap. Whereas truly disruptive innovation in the purple at the bottom there went up only 30%”
Wood expects 40% to 45% annual returns for disruptive tech equities
“The truly disruptive innovation we would expect. Now we did this chart at the end of last year during the next five years to deliver a compound annual rate of return of roughly 50%. Now we've had some of that. So maybe it's 40 to 45% compound annual rate of ch…”
Coogan: Resistance to Disruptive Innovation Typically Originates From the CFO Office
“The exact avenue from which you would expect management resistance to a disruptive innovation to flow is from the, is the CFO office. Like the CFO should be resistant to disruptive innovation. And when you look at the history of companies that got disrupted, t…”
Moore: Disruptive Innovation Requires Projecting a Possible Future Without Precedent
“Because there's no, in these, in the, in disruptive innovation, there's no history, right? I mean, you're always projecting a possible history. And then seeing if you can make it come true.”
Wood: Disruptive innovation market cap will hit $210T in ten years
“We believe today that truly disruptive technologically enabled innovation is priced in the global markets, public and private, at somewhere in the seven to eight trillion dollar range. So it's less than 10% of the global equity cap, public and private. We beli…”
Zu Fürstenberg: Art exposure shifts entrepreneurs from incremental to disruptive innovation
“I think my view is that this really allows you to think in a disruptive way and to innovate and go away from sort of incremental innovation to disruptive innovation and really create something that's Essentially new rather than just better.”