Definitely not the case that the full lifecycle of disruption is complete since that entails the full replacement of the incumbent. But with M1 Apple silicon su

Definitely not the case that the full lifecycle of disruption is complete since that entails the full replacement of the incumbent. But with M1 Apple silicon surpassed Intel in performance after many years of inferior performance improving at a greater rate, which I think is one of the key milestones in a disruption story. I’m not sure if there are any case studies of one behemoth fully disrupting another? So who knows what the end state will look like. One confounder for predicting the endgame is that due to their vertical integration with their OS, Apple won’t replace Intel where Windows is a hard requirement, and so they probably won’t completely decimate Intel. I suppose in this aspect it’s not a full disruption. I’m not really clear how much inertia there is behind Windows these days, now that MS is committed to Office on Mac. Definitely substantial, but if the price-per-performance was 2x or better for macs in a couple generations, what % of corporate buyers would switch over?