It is always strange to see a large industry getting disrupted, in slow motion, in plain sight. The problem is, the leader of a new product direction has not j

It is always strange to see a large industry getting disrupted, in slow motion, in plain sight. The problem is, the leader of a new product direction has not just perfected the new tech, but identified and grown a new market segment and captured a new customer base. The followers not only have to catch up with technology, but find new market segments with latent customers for their version of the new technology. After the original company scooped up all the low hanging market fruit. That is a sneaky double whammy they don't plan for when they initially wait things out.