This article does make you consider the possibility that Twitter could dominate.
Christensen didn’t buy it. He said time and time again disruptive business confuse adjacent innovation for disruptive innovation. They think they are still disrupting when they are just innovating on the same theme that they began with. As a consequence they miss the grass roots challenger — the real disruptor to their business. The company who is disrupting their business doesn’t look relevant to the billion dollar franchise, its often scrappy and unpolished, it looks like a sideline business, and often its business model is TBD. With the AOL story now unraveled — I now see search as fragmenting and Twitter search doing to Google what broadband did to AOL.