From Crossing the Chasm onwards we should always review and question the writing of Geoffrey Moore.
Every industry is impacted by this.
We talk so much about disruptive innovation, we sometimes can lose sight of what really matters. The most direct way to say it is: A disruptive innovation really matters when it drives the marginal cost of a previously scarce resource to asymptotically approach zero. Basically it makes it free, and that creates a vortex of demand to take advantage of this new state.