This rings more than true, but it reflects market conditions that are not set in stone (otherwise we'd have lots of hundred-year old incumbents, but the evidence is that companies live shorter and shorter lives).
The cost dimension is (ultimately) what indicates whether a domain is ripe for disruption. No matter how cozy an arrangement it will eventually implode if it extracts unjustified rents while alternatives are readily available. Ofcourse cartels can remain untouched longer than you can remain solvent. There is a timing element and luck involved.
Open source can be an important lever in this direction because it is not just "free", it is also more transparent. Ceteris paribus the cost of assurance should be lower. When resistance to chance is primarily due to risk aversion this could be an other element to weigh in. But for this dynamic to kick in there has to be adoption and amortization of costs and that is a catch-22.
The cost dimension is (ultimately) what indicates whether a domain is ripe for disruption. No matter how cozy an arrangement it will eventually implode if it extracts unjustified rents while alternatives are readily available. Ofcourse cartels can remain untouched longer than you can remain solvent. There is a timing element and luck involved.
Open source can be an important lever in this direction because it is not just "free", it is also more transparent. Ceteris paribus the cost of assurance should be lower. When resistance to chance is primarily due to risk aversion this could be an other element to weigh in. But for this dynamic to kick in there has to be adoption and amortization of costs and that is a catch-22.