Love this quote by the CEO of Kodak, Antonio Perez (the highlighting is mine):
In my experience, there are three key elements in the path to disrupt a mature, well-established market--meaningful technology breakthrough, significant supply chain management improvement and valuable business model innovation. The more elements you bring to the table the bigger the disruption and the easier it will be to make money from it.
However, before any of the above will have any meaning whatsoever you need to find out the most important part of the recipe--that is the existence of "opportunity," or what I call Notorious Decadence.
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