An article in The Guardian talks about Web Services:
The big companies don’t necessarily get this. The day before Google released its web services to the public, technology guru Tim O’Reilly wrote: “(This) is a classic case of what Clayton Christensen, author of The Innovator’s Dilemma, calls a disruptive technology. It doesn’t fit easily into existing business models or containers. It will belong to the upstarts, who don’t have anything to lose, and the risk-takers among the big companies, who are willing to bet more heavily on the future than they do on the past.