Page Impressions Ltd Blogcetera: Disruptive Technologies - A funding opportunity or a waste of money?

Sunday, April 23, 2006

Disruptive Technologies - A funding opportunity or a waste of money?

I was recently asked to look at what are the next investment opportunities in the Internet space and consider whether there were are obvious disruptive technological aspects which could provide superior returns.
Well in my experience investment in technology and more specifically that related to the Internet is a gamble at the best of times and almost certainly depends on luck as much as the naturew of the invention.
A disruptive technology is a new technological innovation, product, or service that eventually overturns the existing dominant technology in the market, despite the fact that the disruptive technology is both radically different from the leading technology and that it often initially performs worse than the leading technology according to existing measures of performance. A disruptive technology comes to dominate an existing market by either filling a role in a new market that the older technology could not fill such as more expensive, lower capacity but smaller-sized hard disks did for newly developed notebook computers in the 1980s or by successively moving up-market through performance improvements until finally displacing the market incumbents as in the case of digital photography which has begun to replace film photography.

Some examples of disruptive technologies include:-
  • Music downloads and file sharing vs. compact discs
  • eBooks vs. paper books
  • e-commerce vs. physical shops
  • Open-source software vs. proprietary software (for example Linux versus Microsoft Windows, although Linux has already largely displaced proprietary Unix)
  • Internet Video on Demand and IPTV vs. Advertising supported broadcast and cable television
  • VoIP over vs. traditional telephone and mobile phone service.
  • portable mp3-players vs. the portable cassette players
  • DVD vs VHS tape (VHS has already undergone a great decline, particularly in the market for pre-recorded tapes, although the price of DVD recorders remains high enough for VHS home-recording to hang on for the present)


The Internet is considered by many to be the ultimate disruptive technology, changing the ways businesses operate, creating new channels, destroying bastions of value, and establishing entirely new revenue sources. The Internet may be regarded as a super group of a whole range of disrupting process including impact on Banking, Telecoms, Media, Manufacturing and Design. Frequently areas combine to yield the most unexpected results and more importantly extraordinary profitability.The key to the identification of disruptive opportunities is in the selection and potential more critically the timing.

Recently, I have identified three opportunities which represent investment opportunities in areas which will critically impact the development of the Internet in key sectors.

Web Repurposing for the Mobile Market

This business provides a means for client browsers on mobiles to access web sites that directly are too complex for them. The company uses proxy technology to takes away site complexity before delivering simple pages rendered 'fit for purpose'. This enables standard web sites to be viewed on any mobile device and more importantly allows all the ecommerce interactivity to also be completed. The technology can be used on a wide range of mobile devices as well as VOIP display phones. The company has already run successful trials with a number of major mobile operators and provides a service to a specialist device operator.

Development of frictionless financial transaction services.

This company is the only one that allows top-up services accessed directly from bank accounts for mobile pre-paid, Internet web-cash, pre-paid transport, WIFI and e-money stored value providers; roaming recharge services; transactional marketing services including pre-paid loyalty and bonus management, and business process outsourcing for the customer not present, prepaid, low-value and mobile initiated payment market. This form of money transfer is going to change the way we move money around the world and will disrupt the banking system by bypassing the traditional transfer costs between currencies. The company is an experienced business process outsourcer in the rapidly growing 'direct' mobile prepaid top-up channel, e-money stored value, transport and WIFI markets and it is already working internationally with mobile operators and e-money providers and is delivering on its promises in groundbreaking market sectors.

Monetisation of Internet Errors

This company has developed patented technology, which can monetise the errors resulting user mis-types, broken web links, crashed sites etc. The technology identifies the error and then analysis the web error data to establish where the user was attempting to access. This technology and its exploitation through PPC and CPA partners provides ISPs and users alike a method for both improving the surfing experience and also enabling ISPs to take back control of their users traffic and generating significant additional revenues.

All of these examples are disruptive technologies in the various field of activity in the mobile, banking and Internet fields. In all cases, the businesses have successful grown beyond the “new born” stage to the point where major businesses are beginning to trial their solutions. They are at the “realisation” or second stage of development and will need funding to realise a significant future.

Could they succeed without help? Almost certainly yes, but they will not have the opportunity to achieve their real potential. Are they a waste of money? Absolutely not! Having been involved in a number of ventures, some of which have had stellar growth funded by VC money and which in some cases made spectacular money and in others disappeared as quickly as they had appeared, the investments have grown the "body of knowledge" which has frequently led to further developments. Investment in the "bleeding edge" is seldom comfortable, but it is always rewarding for those lucky enough to have been involved.

13 comments:

Rudolf suwiko said...

pusat grosir baju grosir baju grosir baju grosir pakaian toko baju korea reseller baju belanja baju baju wanita baju pesta murah jual baju import reseller baju online shop baju grosir baju fashion online baju murah bandung grosir baju dress grosir baju dress pusat grosir baju distributor baju supplier baju

Kieth daeng said...

Baju Import Murah Rumah Dijual Cluster Jual Rumah Di Kencana Loka Toko Online Jenis Krim Pemutih Baju Wanita Murah Jual Rumah Cluster Harga Perumahan Bsd Rumah Dijual BSD Butuh Uang Rumah Dijual Di Giri Loka Beli Rumah Di Alam Tas Fashion Jual Rumah Murah Bs Reseller Tas Harga Sewa Rumah Jual Rumah Kencana Fashion Tas Butik Baju Korea Dijual Rumah Gading Baju Dress Murah

Hal taqim said...

Tas Cantik Rumah Dijual Bsd Bu Rumah Dijual SD City Tas Grosir Murah Produk Pemutih Wajah Batam Tas Branded Tas Rumah Dijual Foresta Kosmetik Buat Wajah Krim Pemutih Badan Rumah Di Jual Di Al Tas Branded Import Tas Tas Murah Jual Rumah Murah Bsd Tas Tas Batam Jual Rumah Bsd Nusa Rumah Dijual BSD Jual Tas Pemutih Badan Yg Am Tas Tas Batam

Lexie riezky said...

jual rumah tangerang alam sutera jual rumah tangerang bsd jual rumah tangerang gading serpong Jasa Bangun Rumah jasa bangun rumah jasa desain jasa desain arsitektur jasa desain furniture agen properti jual beli rumah jasa konsultasi properti jasa kontraktor jasa kontraktor contblock jasa kontraktor cor hotmix jasa kontraktor drainase jasa kontraktor instalasi listrik jual seragam kaos konveksi baju jual kostum bola sablon polyflex jual baju online Video Jasa Rumah Bangunan Jasa Arsitek Jasa Desain Interior Jual Paving Block Jual Pasir Jual Bata Biro Jasa Jasa Pemasaran pelatihan karyawan jasa akuntansi biro jasa perijinan Rental Mobil Jakarta Jasa Catering Jasa Video Shooting

Jayna firman said...

Tas Cantik Rumah Dijual Bsd Bu Rumah Dijual SD City Tas Grosir Murah Produk Pemutih Wajah Batam Tas Branded Tas Rumah Dijual Foresta Kosmetik Buat Wajah Krim Pemutih Badan Rumah Di Jual Di Al Tas Branded Import Tas Tas Murah Jual Rumah Murah Bsd Tas Tas Batam Jual Rumah Bsd Nusa Rumah Dijual BSD Jual Tas Pemutih Badan Yg Am Tas Tas Batam

Maple edy said...

Rumah Dijual Bsd Rumah Dijual Bsd Griya Loka Tas Branded Kw 1 Pusat Grosir Baju Korea Grosir Busana Wanita Shopping Online Jual Rumah Di Kencana Grosir Baju Tas Branded Online Jual Rumah Cluster Kontraktor Rumah Harga Railing Tangga Model Tas Jual Rumah Gading S Grosir Baju Murah Tanah Abang Baju Import Harga Pagar Besi Minimalis Rumah Dijual Bsd Tas Grosir Harga Rumah Alam Sutera

Vicente wiko said...

Jual Tas Kulit Contoh Kanopi Tanah Dijual Di Bsd City Gudang Tas Branded Genteng Cisangkan Harga Pipa Galvanis Pemutih Kulit Genteng Multiroof Harga Gula Pasir 1 Kg Toko Murah Dak Rumah Grosir Baju Tanah Abang Beton Precast Jasa Instalasi Listrik Harga Besi Beton 2013 Jual Krim Pemutih Baju Grosir Tanah Abang Kitchen Set Murah Tangerang Sistem Drainase Kosmetik Untuk Kulit Wajah

oakleyses said...

burberry outlet online,burberry,burberry outlet,burberry handbags,burberry factory outlet,burberry sale, ray ban sunglasses, michael kors outlet,michael kors,kors outlet,michael kors handbags,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors, tiffany and co jewelry,tiffany and co outlet,tiffany and co,tiffany's,tiffanys,tiffany co,tiffany jewelry, rolex watches,rolex,watches for men,watches for women,omega watches,replica watches,rolex watches for sale,rolex replica,rolex watch,cartier watches,rolex submariner,fake rolex,rolex replica watches,replica rolex, tiffany and co jewelry,tiffany and co outlet,tiffany and co,tiffany's,tiffanys,tiffany co,tiffany jewelry, oakley sunglasses, longchamp handbags,longchamp,longchamp outlet,longchamp bags,long champ, uggs, nike free,free running,nike free run,nike free 5.0,free running 2,nike running shoes,nike free trainer,nike free trainer 5.0,free runs,free run 5.0, michael kors outlet store,michael kors outlet,michael kors outlet online,michael kors,kors outlet,michael kors handbags,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors, tory burch outlet,tory burch,tory burch handbags,tory burch shoes,tory burch sale,toryburch,tory burch sandals,toryburch.com,tory burch flip flops, prada handbags,prada,prada sunglasses,prada shoes,prada outlet,prada bags, kate spade outlet,kate spade,katespade,kate spade handbags, louis vuitton handbags,vuitton handbags,louis vuitton bags,louis vuitton purses, nike shoes,nike outlet,nike factory,nike store,nike factory outlet,nike outlet store,cheap nike shoes,nike sneakers, uggs outlet, louis vuitton outlet online,louis vuitton,louis vuitton outlet,louisvuitton.com,authentic louis vuitton,louis vuitton factory outlet,cheap louis vuitton, chanel handbags,chanel bags,chanel sunglasses,chanel purses,chanel outlet, louis vuitton outlet,louis vuitton outlet online,louis vuitton,louisvuitton.com,authentic louis vuitton,louis vuitton factory outlet,cheap louis vuitton, longchamp,longchamp handbags,longchamp outlet,longchamp bags,long champ

oakleyses said...

kate spade handbags,kate spade,kate spade outlet,katespade, nike free,free run,nike free run,nike free pas cher,nike free run pas cher,nike free france, nike air max,air max,air max pas cher,air max one,air max 90,air max france, hollister,abercrombie,abercrombie fitch,hollister france,hollister pas cher,abercrombie and fitch,hollister pas cher, timberland pas cher, true religion, nike air max, ralph lauren,ralph lauren uk,ralph lauren outlet,polo ralph lauren outlet, air force,nike air force,air force 1,air force one,nike air force 1,nike air force one,air force one nike, mulberry,mulberry handbags,mulberry outlet,mulberry bags,mulberry uk, nike air max, michael kors,sac michael kors,michael kors pas cher,sac michael kors pas cher,michael kors france, oakley pas cher,oakley,oakley soldes,lunette oakley pas cher,oakley france, michael kors, vans,vans pas cher,vans soldes, lululemon,lululemon canada,lululemon outlet canada,lululemon outlet online, true religion, longchamp,sac longchamp,longchamps,longchamp pas cher,sac longchamp pas cher,longchamp pliage,longchamp soldes,sac longchamps,longchamp france, hogan,hogan outlet,scarpe hogan,hogan sito ufficiale,hogan interactive, nike free run, air max,nike air max,air max pas cher,air max one,air max 90,air max france, tn pas cher,nike tn,nike tn pas cher,nike tn requin,tn requin,tn requin pas cher, coach outlet,coach factory outlet,coach outlet store,coach factory,coach outlet store online,coach factory online,coach factory outlet online,coach outlet online, north face, michael kors,michael kors uk,michael kors handbags,michael kors bags, nike roshe uk, coach outlet store online,coach outlet store,coach outlet, louboutin,chaussure louboutin,louboutin pas cher,chaussures louboutin,chaussure louboutin pas cher,louboutin france, true religion, michael kors canada, nike blazer

oakleyses said...

north face outlet,north face,the north face,northface,north face jackets,north face jackets clearance,the north face outlet, iphone 6 plus cases, soccer jerseys,soccer jersey,usa soccer jersey,football jerseys, vans shoes,vans outlet,vans store,star wars vans shoes,cheap vans,vans shoes outlet,white vans,black vans,red vans,vans star wars,vans sneakers,vans shoes outlet store,vans sale,cheap vans shoes, insanity,insanity workout,insanity workout calendar,insanity calendar,insanity workout schedule, iphone cases, nfl jerseys,jerseys,baseball jerseys,cheap jerseys,nba jerseys,hockey jerseys,basketball jerseys,jerseys from china,cheap nfl jerseys, new balance shoes,new balance,balance shoes,new balance outlet,new balance store,new balance store locator,new balance shoes for women,joe's new balance outlet,newbalance,newbalance.com,new balance walking shoes, asics,asics gel,asics running,asics running shoes,asics shoes,asics gel nimbus,asics gel kayano,asics gt, mcm handbags,mcm bags,mcm backpack,mcm outlet, timberland shoes, reebok outlet,reebok,reebok skyscape,reebok shoes, hollister clothing, iphone 5s cases, birkin bag,hermes belt,hermes handbags,hermes birkin,hermes bags,birkin bags, lululemon outlet,lululemon,yoga pants,lulu lemon,lulu.com,lululemon.com, ipad cases, herve leger,herve leger dresses, abercrombie, abercrombie and fitch,abercrombie and,abercrombie,abercrombie kids,abercrombie fitch,abercrombie.com, jimmy choo,jimmy choo shoes,jimmy choo outlet,jimmy choo handbags, giuseppe zanotti, valentino shoes,valentino,valentinos, ghd,ghd hair,ghd hair straighteners,ghd straighteners, beats by dre,dr dre,beats headphones,dre beats,beats by dr,beats by dr dre,beats audio,dr dre beats,dre headphones,beats by dre headphones,beats by dr. dre,cheap beats, ferragamo shoes,ferragamo,salvatore ferragamo,ferragamo belts,ferragamo belt,ferragamo outlet, iphone 6 cases, bottega veneta,bottega,bottega veneta outlet

oakleyses said...

ugg boots,uggs,ugg,ugg boots uk,ugg uk, vans scarpe, montre pas cher, karen millen dresses, hollister,hollister canada,abercrombie and fitch,abercrombie,abercrombie and,abercrombie kids,af, swarovski jewelry, canada goose outlet, barbour,barbour jackets,leather jackets,barbour sale,barbour outlet,barbour uk,barbour coats,barbour clothing, converse, louis vuitton,louis vuitton canada,louis vuitton outlet,louis vuitton outlet online, pandora jewelry,pandora charms,pandora bracelet,pandora bracelets,pandora rings,pandora jewelry store locator,pandora charm,pandora charms clearance,pandora store,pandora jewelry outlet store,pandora jewelry sale online, rolex watches,replica watches,omega watches,rolex watches for sale,replica watches uk,fake rolex, moncler,moncler outlet,moncler sito ufficiale, moncler outlet, lancel, ugg,uggs,uggs canada, canada goose outlet, canada goose outlet, ugg pas cher, pandora jewelry, barbour, louis vuitton,borse louis vuitton,louis vuitton sito ufficiale,louis vuitton outlet, canada goose, ugg,ugg australia,uggs,ugg pas cher,ugg soldes,bottes ugg,bottes ugg pas cher, moncler jackets, gucci, louis vuitton,sac louis vuitton,louis vuitton pas cher,sac louis vuitton pas cher,louis vuitton france, doke & gabbana, juicy couture outlet, sac louis vuitton,louis vuitton,louis vuitton pas cher,sac louis vuitton pas cher,louis vuitton france, wedding dresses,wedding dress,dresses for wedding,bride dresses,dresses for weddings,wedding dresses uk,cheap wedding dresses,vintage wedding dresses,monsoon wedding dresses,lace wedding dresses,wedding dresses for older brides,wedding dresses 2014, coach outlet,coach factory,coach factory outlet,coach outlet store,coach outlet store online,coach factory online,coach factory outlet online,coach outlet online, juicy couture, moncler

Clement vanesha said...

Rumah Dijual Di Gading Serpong Rumah Alam Sutera Rumah Dijual Alam Sutera Rumah Bintaro Rumah Dijual Bintaro Rumah BSD Rumah Dijual BSD Rumah Gading Serpong Rumah Dijual Gading Serpong Jual Rumah Karawaci Jual Rumah di Karawaci Rumah Di Alam Sutera Rumah Alam Sutera Rumah Dijual Bsd Jual Rumah Bsd Serpong Rumah Gading Serpong Rumah Dijual Di Gading Serpong Rumah Alam Sutera Jual Rumah Jual Rumah di Karawaci

Rudolf suwiko said...

Pusat Grosir Baju Korea Belanja Baju Anak Online Grosir Baju Fashion Grosir Grosir Baju Korea Online Grosir Pakaian Wanita Murah Toko Baju Anak Online Baju Wanita Baju Atasan Wanita Supplier Baju Online Baju Online Tanah Abang Baju Murah Bandung Baju Import Pusat Baju Grosir Pusat Grosir Pakaian Toko Baju Anak Online Jual Baju Online Murah Supplier Baju Baju Korea Murah Fashion Korea