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The Disruption Chronicles (Mid-2008)

PHASE ONE: AGGRESSIVE GROWTH



Prologue About Disruption: “Birdmen and the Casual Fallacy”

The Industry is making love to the ‘Casual Fallacy’ because it removes blame for bad decisions prior to the Wii explosion. The article ends by introducing the disruption context.
 



Description of Disruption: “Disruptive Storm”

The article describes disruption and gives example of industry after industry being turned inside out. Countless Nintendo quotes reveal their aim is disruption, which new market expansion is merely the first step to a new re-making of the Industry… in Nintendo’s image. Article ends by showing the Industry is actually beginning the third generation, not the seventh.



Spread of Disruption: “Avalanche! How Momentum Drives the Wii and Buries Incumbents"

A short but very important article that shows the fuel that is rocketing the Wii and DS to such lofty heights. And guess what? It is third party games. Explanation as to Play Station's success had nothing to do with making games 'mainstream', and why 'gaming was getting more popular' prior to the Wii will become known as Hardcore Mythology. The article shows why the Industry didn't have another Atari Crash, and how Nintendo has achieved unparalleled aggressive growth.

PHASE TWO: ASYMMETRIC WAR



Asymmetries of Motivation: ”Finding Nintendo's Shield”

Console War is battling over the same values. Disruption is battling over different values. The incumbents *must* respond to the disruptor's outrageous growth. Holding different motivations for the console market shields Nintendo from counterattacks. Incumbent response marks the beginning of asymmetric battles where they desperately attempt to stop the disruption before it is too late, before their firms are destroyed.



Asymmetries of Skill: ”Finding Nintendo's Sword”

Unlike the 'Console War', the outcome of asymmetric war is devastating where great firms suddenly end. The stakes are high and the winner will claim captain of the Industry herself. The article shows how 'Blue Ocean' and 'Disruption' work together, points to clues on the final stage of Nintendo's revolution, and the tragic mistake that keeps analysts to wander off the reservation. Learn how Nintendo will use asymmetric skills, a 'sword', to gore the incumbents. See why disruption shattered incumbent brands. Witness the Fall of the Birdmen, the Parable of Milkshakes, and the Slaughter of the Industry's Sacred Cows. The article ends with the total collapse of the Hardcore World.





The Hardcore Crash:  “It's Called 'Disruption', Mr. Hardcore!”

An expedition from the Waggle Empire has been sent to the 'Lost World', the rapidly shrinking continent, now island, where the old dinosaur hardcore still live. The market did crash; it was a Hardcore Crash all along. Explore the ruins of the Old World and the creative excuses that are made for one last time.




Microsoft Responds to the Disruption: “The Blue Ocean Turns Red; Microsoft Strikes Back.”

Microsoft and Bill Gates realizes what Nintendo is up to and will attempt to stop it before it is too late. Will Microsoft succeed? Or is Microsoft already doomed?



Sony Responds to the Disruption: “Sony Flees and Takes Refuge in High End Market.”

Hit by a massive disruption, Sony runs to the high end of the market and plans a top-to-down disruption. But will it work? Is Nintendo doomed? Or is it Sony’s last gasp as being relevant to the market? Only one will stand. The market will decide. Find out who in this article.

PHASE THREE: FALLOUT



Disruption’s End: “Why Nintendo Must Destroy the Wii Before it Destroys Nintendo.”

This article shows that the biggest threat to Nintendo is the Wii and why the Wii must be destroyed (else it bankrupt the company). The article goes on to why there will never be a Wii 2, why the Wii will have a longer lifespan than the PS3 (and the PS2), and what exactly Nintendo’s next console will be. (Hint: It will be disruptive.)



Co-author with Christensen in writing the later disruption books and articles is Scott D. Anthony who explains disruption and points that it is the secret to the Wii's success. Watch how he pulls a Wii-mote from his jacket!

A Disruption Analyst, Michael Urlocker, explains disruption. The video starts off slow at first, but if you stick with it, you see his 'warning signs' of disruption (such as focusing on price), including company acquisitions (such as from Square-Enix), and you will be able to see how the game industry is being disrupted almost as clearly as a textbook example.



Urlocker continues discussing disruption. This video discusses how Sony got disrupted by the i-Pod and why the chief reason was values.



Urlocker finishes his presentation with two case studies, one that includes the Blackberry. Note that Reggie kept bringing up the Blackberry in his 2005 and 2006 speeches. Why did he keep bringing up the Blackberry? It is because he was really talking about disruption the entire time.


This is another example of a disruption exercise. You will see how it uses the Christensen graph to analyze a possible disruption.

The articles here were released beginning Easter 2008.

 

Home |  Before the Revolution |  Malstrom's Casual Article Division
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