Hello Matt,

I appreciate your perspective. The two uses cases you mention, although based in digital, what is often overlooked is the hybrid business model. For example, during the growth phase of Netflix, RedBox was also innovating to change the form factor of the video shopping experience and how to serve an under served market with self-service kiosks.

Another example relative to Kodak even at the time of mobile proliferation, are the CVS Photo Kiosks. These types of disruptions although based in digital also incorporate the business model. One could speculate today that the Uber we know is the precursor to a drivers-less fleet of transportation vehicles. This is analogous to how the iPod was the precursor to the iPhone.

How many of us today walk into an electronics store and ask for a radio? Although digitization is a major contributor to transformation, we cannot afford to overlook the business model and how to make consistent incremental improvements. This is often referred to as DevOps