Loosely coupled mentions an interview with to a KP VC on disruption in software. The claim 'startups have the advantage'. Somebody's been reading their 'Innovator's Dilemma'. While it is true that the upstart can successfully feed off much smaller revenue streams than a big company there's an important caveat wrt. web services. A technology is only disruptive if the incumbents don't get it. Sofar i haven't seen any signinficant reason to think that the BigCo's are any less tuned to web services than startups are.