Based on Todd’s in-depth work, we clearly see ‘disruption’ of ‘taxi travel’ in some form but what kind? Clayton Christensen speaks about 3 forms of innovation; disruptive, sustaining and efficiency.
Based on Todd’s work, I think uber+lyft, at least in NYC markets, are a combination of efficiency and disruptive. More so efficiency but some true disruption.
Clearly they are taking away marketshare from traditional taxi usage but I think I see more area under the curves. That could imply car ownership or future replacement is experiencing disruptive innovation.