The conclusion of the article is that it is getting harder to disrupt the incumbents. I'm saying that regardless of whether it is or isn't, there are still lots of new companies to come that can take advantage of technology to disrupt other, old-guard incumbents.
That, I think is where the metaphor Ben uses breaks down. The automobile is a single idea (move people around with an ICE). Tech is more like the ICE than the car. So, there might not be much disruption to consumer hardware (Apple) companies, or search (Google) companies, or cloud computing (Amazon, Microsoft) companies. But there will still be lots of disruption to come as tech (just like the ICE) gets applied to new features.
That, I think is where the metaphor Ben uses breaks down. The automobile is a single idea (move people around with an ICE). Tech is more like the ICE than the car. So, there might not be much disruption to consumer hardware (Apple) companies, or search (Google) companies, or cloud computing (Amazon, Microsoft) companies. But there will still be lots of disruption to come as tech (just like the ICE) gets applied to new features.