>many non-tech incumbents finally woke-up to the need to improve their technology game
And when this started to happen, most of the "disruptors" looking to eat the lunch of these established companies instantly lost their moat, or the illusion of a moat.
And when this started to happen, most of the "disruptors" looking to eat the lunch of these established companies instantly lost their moat, or the illusion of a moat.