Essays - Benedict Evans · Benedict Evans
articleinsightWhat kind of disruption?
14 March 2025Strategy
Source excerpt
About Essays - Benedict EvansSoftware ate the world. Uber and Airbnb didn’t sell software - they disrupted and redefined markets. But what kind of disruption are we talking about ?
This is a limited feed-provided excerpt, not the full original work.
Apollo layer
What a founder can learn
Founder takeaway
Distinguish selling software from using software to redesign a market. Before claiming disruption, identify exactly what changes—such as the customer experience, supply model, economics, or competitive boundaries—and whether that creates a durable advantage.
Why it matters
Calling any technology-enabled improvement “disruption” can hide weak strategy. Naming the actual mechanism helps founders test whether they are creating a new market structure or simply offering another software tool.
Relevant guides
Put it to work
Complete this sentence: “We are not merely digitizing ___; we are changing ___ for customers and suppliers, which gives us an advantage because ___.”