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Most Disruptive Companies of the Decade

When I saw the headline of Scott Anthony's blog post The Disruptors of the Decade, I wrote down these names before reading the piece:

Apple. Google. Amazon. Wal-Mart. In that order.

These are pretty much the names that Anthony's readers gave him, although Harvard Business School professor Clayton Christensen voted for Cisco over Apple. Other companies getting votes in various categories included Ford, Dow Corning, Research in Motion, Goldman Sachs and Facebook.

OK, so no great surprises. But then Anthony, who is the Managing Director of Innosight Ventures, asks an intriguing question. What will be the characteristics of the great disruptors when we look at this list again in 2020? According to Anthony, these companies:

  • Increasingly will not come from the United States.
  • Will be involved in health care, education, or clean tech.
  • Will emerge from established companies.
The latter point would be especially intriguing, given that Christensen's theory of disruptive innovation shows how incumbent companies, who are focused on protecting current revenue streams, are the most likely to be disrupted by innovative upstarts.
"Expect 'old line' incumbents to increasingly figure out how to use disruptive innovation to their advantage," Anthony writes.
My pick to be on the list: Tata Motors, maker of the $4,000 Tata Nano.

If you had to forecast the most disruptive company in 2010-2020, which would you pick? Does it even exist yet?

(Tata Nano image by Sandeep Rathod, CC 2.0)

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