This is yet another awesome a16z podcast:
Basically, one of the consultants that actually studied the original theory of disruption is clarifying exactly what the theory is and is not. There’s a precise definition that adheres to the theory, but it has since been made into an industry buzzword.
There’s a lot of great points this podcast makes, but my big takeaway is that disruption is a specific pathway to becoming a major player in an industry, and not just a post-success label applied whenever a startup gains sufficient clout. I also like their definition of innovation: innovation is the rremoval of constraints.