What is disruptive innovation?
Disruptive innovation is when a new product or process upends the status quo and eats into dominant companies’ market share.
It typically involves new technologies or a game-changing business model.
This can involve things once considered pipedreams – electric vehicles capable of travelling hundreds of miles at speed, checkouts that accept payment by scanning your face, meatless burgers that taste just like beef. And the disruptors are often founder-led companies focused on revolution rather than evolution: they dream of reshaping the world, not just improving existing products.
On the lookout for extraordinary companies
Our investment teams are constantly seeking out extraordinary companies that could become huge success stories. And a convergence of technologies means we could be entering the busiest period of disruptive innovation yet.
But such shifts don’t happen overnight. So there’s a need for a long-term patient approach and a willingness to focus on what might go right rather than what might go wrong, to support all the research and deep spending required.
Find out more about future disruptors and some of the companies championing them in the articles below.
Baillie Gifford Disruption Week
In October 2021 Baillie Gifford hosted Disruption Week, in which four of our investment managers explored sectors at the forefront of change: biotech, digital payments, transport and sustainable food.
You can read and watch the sessions via the links above, or get access to the transcripts and recordings below.
The Biological Revolution
With Rose Nguyen
A convergence of technologies is letting biotech firms disrupt how drugs and vaccines are made.Digital Payments Platforms
With Gemma Barkhuizen
New types of transactions and ecommerce services are being enabled by innovative fintechs.The Future of Mobility
With Thaiha Nguyen
From battery-powered cars to flying taxis, life on the move is set to change.Sustainable Food and Agriculture
With Lee Qian
Vertical farms, plant-based proteins and smart tractors could disrupt what you eat and drink.