The Innovator's Dilemma

Question

The text states outstanding firms can fail "by doing everything right." How would you explain this seemingly contradictory concept, detailing *why* traditional markers of success can become liabilities in the face of market change?

Synthesized answer

Outstanding firms can fail "by doing everything right" because their very successes and capabilities can become obstacles when markets and technologies change [Passage 1]. These companies might have had their competitive antennae up, listened astutely to customers, and invested aggressively in new technologies, yet they still lost market leadership when faced with disruptive changes [Passage 1].

Traditional markers of success, such as listening to customers and investing in new technologies, can become liabilities in the face of market change because these very actions can lead companies to lose market leadership when confronted with disruptive changes [Passage 1]. The book suggests that sometimes it is right *not* to listen to customers, to invest in lower-performance products with lower margins, and to pursue smaller markets over larger ones [Passage 2].

Synthesized from the book passages below. Chat with the book on Feynman for follow-up.

From the book

Title: The Innovator's Dilemma by Clayton M. Christensen, L J Ganser, Don Leslie Description: In his book, The Innovator's Dilemma [3], Professor Clayton Christensen of Harvard Business School describes a theory about how large, outstanding firms can fail "by doing everything right." The Innovator's Dilemma, according to Christensen, describes companies whose successes and capabilities can actually become obstacles in the face of changing markets and technologies. ([Source][1]) This book takes the radical position that great companies can fail precisely because they do everything right.…
Passage [1]
vation. These principles will help managers determine when it is right not to listen to customers, when to invest in developing lower-performance products that promise lower margins, and when to pursue small markets at the expense of seemingly larger and more lucrative ones. - Jacket flap. [1]: http://web.mit.edu/6.933/www/Fall2000/teradyne/clay.html
Passage [2]

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