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Contents

006

Part 1

Part 2
5 30 

140

1 

026

6 

166

2 

050

7 

192

3 

084

8 

216

4 

110

9 vs.


240

10 

264

292

303

308

NO ORDINARY DISRUPTION

007

Cyber Monday

2014 12 1
26.5
1

11 11

1990

008

NO ORDINARY DISRUPTION

2014 11 11

93

WhatsApp

2012

2013 10 US Energy

2014 3

Information Administration

665

2014 9 24

2013

fracking

2020

Indian Space Research Organization

2004 2014 12

Narendra

Modi

2014 2 19 Facebook

Star Trek

WhatsApp

190

7400

WhatsApp 2009 Yahoo

4.5

Gravity

Twitter

Mangalyaan

009

010

NO ORDINARY DISRUPTION

011

2008

James StockMark Watson

Great Moderation7

190

2008

Great Depression 1929 1933

25

012

NO ORDINARY DISRUPTION

013

30

20

dynamism

19

2000

500 the Fortune Global 500

ShellIBM
NestlAirbus
2025

10

8 Josef

Ackermann

30 6500

7 10

2010 2025 GDP

440 95

014

NO ORDINARY DISRUPTION

11

015

2 63 18X10 18

WEG

Raymond Kurzweil

120

2010 GDP 1300

32

2025 GDP

6250 GDP12

Erik Brynjolfsson

Uber

Andrew McAfee

The Second Machine Age

the second half of the chessboard

20 3 1

13

1 2 2

14

4 3 8 4

WhatsApp

016

NO ORDINARY DISRUPTION

017

demographics

south-south flows

18 2000 2012

90 2110 19 1980 2007

25 2009 10

1980 20 2008

30

2.1

2013

15

60

The European Commission


2060

2010 5400 3600

16

21

2012 1970 5

17

1.4

flows

10

018

1990 2010
20 30
21

NO ORDINARY DISRUPTION

019

20

2003

110

2020

20

020

NO ORDINARY DISRUPTION

021

20
22

2000 100

1980 2010

21 10

11 20 64 25

2030

26

2025 1.4

23

30
1982 2013 10 14.6
24

1.9 87

7500 27

McKinsey

the US Federal Reserve

2020 8500

9500

28

022

NO ORDINARY DISRUPTION

023

NGO

25 MGI

25

UnileverOMO

1993 1988

Procter & Gamble P & G

Toss Toss

kapa Oil Refineries

reset


McKinsey Global Institute, MGI
McKinsey & Co.

024

THE FOUR DISRUPTIVE FORCES

recency bias
anchoring

1
PART

Chapter

megacities

NO ORDINARY DISRUPTION

027

KumasiAccra
160

13 20
Antrak Air 540Fly540
GhanaAfrica World AirlinesStarbow
1
Ashanti
Kofi Annan 200
2.1
2

Kejetia
11,000

Groupe du Louvre

Fidelity Bank

2014
3,880

028

NO ORDINARY DISRUPTION

Chapter1

163 3

029

1945

20 1950

1980

megacities

1978 30

1990

1990

2000 4

1 1500

market capitalization

1990 2010

4 2008

* GDP

030

NO ORDINARY DISRUPTION

Chapter1

031

2013
1.8
1 60
5

1990
5 10
10
21 396
foreign direct investment
FDI 2007 34 2010 50
2013 607
2025 75
30 8
2025
9

154
900 10 53
1,000
12 16 100
11
10

1500

2000
25

1. 1
University of Groningen
Angus Maddison

032

NO ORDINARY DISRUPTION

Chapter1

300 3,000

033

Per capita GDP

1990 PPP $ (log scale)

2013

30 6,500

12
18 19 20
%

10

The Conference Board

28

13

80

103

24

90 40

034

NO ORDINARY DISRUPTION

Chapter1

70

14
4

2025 200
46
2025
200

Morgan Stanley ChinaStephen

Roach
15

2014 3 17
60

18

2025 25

20

16

17

2020 1

50

035

2.5

2025
2010

7 7

200

200
2010

Cityscape

036

NO ORDINARY DISRUPTION

Chapter1

19
1990 2025 30
10

037

20

1990

Acura

Fan Milk International

2010

21

12 2030 30

1.6 2013 Danone


Group 3.6 4922

038

NO ORDINARY DISRUPTION

Chapter1

039

1950 1000

1000 20 24 2

30 ~50

2,000 1,600

23

25

Kwame Nkrumah University of Science and Technology

1950

1950

70

2025

040

NO ORDINARY DISRUPTION

Chapter1

041

26 2010 2025
440

27

20

customer ownership

Lagos

420

SuratPorto Alegre

3 400

2011

Homeplus Tesco

Rio

Grande do Sul 3

2025

Homeplus 20

Instacart 10

ZipcarLyft

Uber

042

NO ORDINARY DISRUPTION

Chapter1

043

28

Portea

Medical 18

2014 6 Pfizer

1,000

GDP GDP

GoogleAppleIntel

TechCity 1871

1776

22@

15

2010 SFMade

044

NO ORDINARY DISRUPTION

Chapter1

Made in NYC

045

SFMade 7,000

Design for

Manufacturing Forum

University of Engineering and Technology

100

30 Umea

Umea Energi 30

UV

5031

Senseable City

Land Transport

Telekom Austria

Authority

32

Cisco 250

29

046

NO ORDINARY DISRUPTION

Chapter1

047

2015

Word One

2014 3 Panasonic

35

100 150

8 250,000

10

2014 7

33

Mercer

34

35 2014 3

1.7

36

30

048

Chapter1

NO ORDINARY DISRUPTION

049

BusIT London

NextBus
Municipal Transportation Agency
SFPark

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