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What Lies Ahead in Disruptive Innovation—and How You Can Benefit, Part II: Dislocations = Opportunities

The pace of innovation is accelerating and tech reinvestment is growing, yet most innovative companies are only just beginning to capture small portions of their total addressable markets. Thus, these runways are immense and ripe with opportunity



What hasn’t changed?

Even though growth stocks have been suffering lately, the pace of innovation is accelerating. COVID accelerated the magnitude and importance of technology as a component of society. As the digital foundation of the global economy expands rapidly, it is enabling disruption in a matter of months. Microsoft CEO Satya Nadella said that, due to the COVID pandemic, two years’ worth of digital transformation took place in just two months. Businesses can now reach millions of users in the shortest time ever. The graphic below shows that it took airlines 68 years for their product to reach 50 million users. Thanks to digitalization and innovation, modern products like social media platforms and online games are reaching the same amount of users in a small percentage of that time.




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