Interesting read.

The biggest problem existing companies have with disruption is that they try to optimize for their current business practices. That means just-in-time inventories, just-barely enough workers to execute the necessary services (or at most, enough devs to develop the next feature or minor update), and decision-making governed by next-quarter results.

That means not enough attention or resources are dedicated to developing the next *big* thing, or avoiding being thrown off the cliff by someone else developing that next bog thing.

Regarding EVs, I agree that's the next transportation disruption, along with self-driving vehicles.

However, both face incredible challenges to widespread adoption. Despite it being unintentional, drivers and ICE cars have deep moats around them, which will take a while to overcome (e.g, access to cheap/fast charging as I mention here: https://themakingofamillionaire.com/3-simple-reasons-most-people-should-avoid-buying-an-ev-14e01c32d66d.