Research Library

Pervasive Disruption? - Silicon Valley's Unbounded Ambitions

The pattern couldn't be more clear. Each major phase of IT industry progress has been led by a new generation of firms. Although a few companies - especially IBM, HP and Apple - have played important roles in multiple IT eras, the value of starting with a clean sheet of paper has consistently outweighed the advantages of established company size and resources.

The focus for this paper are three broad patterns - ongoing generational change, an increasingly powerful Silicon Valley and the shift from horizontal to vertical disruptions. Will these forces continue to strengthen, or is the rate of change being over-hyped? There are few bigger questions facing new and established firms alike.

Watch a video which describes the disruptive forces at work today including insights into how you can evolve in this period of heightened change.


Executive Summary

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Position Paper

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David Moschella
Research Fellow
David Moschella, based in the United States, is a Research Fellow for Leading Edge Forum.  David's focus is on industry disruptions, machine intelligence and related business model strategies.  David was previously Global Research Director of the programme. David’s key areas of expertise include globalization, industry restructuring, disruptive technologies, and the co-evolution of business and IT.  He is the author of multiple research reports, including Disrupting the Professions through Machine Learning and Digital Trust, 2016 Study Tour Report: Applying Machine Intelligence, There is Now a Formula for Machine Intelligence Innovation,  Embracing 'the Matrix' and the Machine Intelligence Era and The Myths and Realities of Digital Disruption. An author and columnist, David’s second book, Customer-Driven IT, How Users Are Shaping Technology Industry Growth, was published in 2003 by Harvard Business School Press.  The book predicted the shift from a supplier-driven to today’s customer-led IT environment.  His 1997 book, Waves of Power, assessed global competition within the IT supplier community.  He has written some 200 columns for Computerworld, the IT Industry’s leading publication on Enterprise IT, and has presented at countless industry events all around the world. David previously spent 15 years with International Data Corporation, where he was IDC’s main spokesperson on global IT industry trends and was responsible for its worldwide technology, industry and market forecasts.