原推：@levie I’ve always thought the framing of innovators dilemma as having to be lower cost was too restrictive.
On this basis, famously, the iPhone didn’t qualify.
The disruption is embedded in the change in the denominator. It costs less but on a performance metric the incumbent doesn’t… twitter.com/i/web/status/1…
https://twitter.com/wintonARK/status/1623945235004010496