Google over the last 10 years or so (maybe even more) is a great example of the disruptor becoming the incumbent
Seems logical to me, but then my 71 year old mother with doctorates in both science and literature pulls out her phone and trusts Google AI results without thinking twice.
there are so many factors to this, its the same issue when target stock drops 10% over a year and people are like "oh it's because they stopped selling plus size bikinis! the crowd has spoken!". you can attribute it to anything but you're basically always wrong if you're not attributing it to at least a dozen different things
In the early 2000s Internet Explorer had 95% market share.