“Disruption Theory is Real, but Wrong – alexdanco.com”
This is a decent overview of Clay Christensen’s theories and an accurate take on its strengths and weaknesses. The ecosystem angle is a solid one.
Personally, I find that the biggest flaw in disruption theory is that it assumes that all of these disrupted companies were well run. Which is, I’m certain, a fairly unsafe bet, all things considered as modern management runs mostly on superstition and hearsay.