Iāve said this a few times before ā but increasingly so ā the Innovatorās Dilemma is NOT as applicable as it was in the past:
Recent examples include:
1. Zomato X Blinkit (~$10bn MCap from $550M acq) in response to Zepto
2. Zepto Cafe (50K daily orders) & Swiggy Bolt (145K daily orders) in response to Swish
3. Flipkartās SuperMoney becomes 7th place in UPI app wars in ⤠6 months
4. PB launching PBPartners (now, 270K agents) in response to InsuranceDekho & Turtlemint
5. Uber launching Uber Green & Black in response to BluSmart
In some cases, the incumbent may be āslowā (in the public eyes) to respond but the response is so ferocious that it feels like another company has entered the space entirely (this is my belief w/ Flipkart Minutes & QC as well)