{"id":736,"date":"2016-02-27T15:23:12","date_gmt":"2016-02-27T15:23:12","guid":{"rendered":"http:\/\/endrun.endcrawl.com\/?p=736"},"modified":"2022-05-25T17:53:26","modified_gmt":"2022-05-25T17:53:26","slug":"red-camera-was-not-disruptive-innovation","status":"publish","type":"post","link":"http:\/\/endcrawl.com\/blog\/red-camera-was-not-disruptive-innovation\/","title":{"rendered":"Why the RED Camera was (and was not) a Disruptive Innovation"},"content":{"rendered":"<p>NAB,\u00a0you&#8217;re\u00a0wearing pretty thin.<\/p>\n<p>Let&#8217;s start with the expo\u00a0floor, which always feels\u00a0like an extension to the mandatory\u00a0acres of jangly\u00a0casino floor we\u2019re routed through on our way there. The\u00a0one-armed bandits and vendor booths both vie for attention. Each year we&#8217;re on the hunt for something new and\u00a0game-changing. And each year instead we are proffered incremental improvements to small, tactical annoyances. Surprises are rare.<\/p>\n<p>The World Of Atoms moves at its own lumbering pace, and neither the slot machines nor the display booths change much from one year to\u00a0the next.<\/p>\n<p>Set against the <a href=\"http:\/\/breakingsmart.com\/season-1\/the-immortality-of-bits\/\">World Of Bits<\/a>\u2014where new soft technologies can mutate and disperse in just days and weeks\u2014digital cinema sure feels like new skin for some very old wine.<\/p>\n<p>The RED Camera was a rare exception to this slog. Affordable 4k and native RAW workflows were distant sci-fi when rumors started swirling in 2005. But just two years later, RED was shipping cameras to its first customers.<\/p>\n<p>Full disclosure: I was one of those customers.<\/p>\n<p>Over Labor Day weekend 2007, I became the co-owner of the first two production model RED\u00a0One cameras. (For the record: serials #0006 and #0007. The first five belong to RED founder Jim Jannard\u2019s private collection.)<\/p>\n<p>I would spend the next five years putting the system through its paces, running native 4k RAW pipelines on scores of projects. That path would start with the earliest RED indies you\u2019ve <a href=\"http:\/\/www.imdb.com\/title\/tt1122775\/\">never<\/a> <a href=\"http:\/\/www.imdb.com\/title\/tt1132135\/\">heard<\/a> of, and lead through Academy Award winners like <em>Beginners<\/em> and <em>The Great Gatsby<\/em>.<\/p>\n<p>And in case you missed the headline: I do not think\u00a0that the RED camera was a disruptive innovation.<\/p>\n<p>But before the flaming arrows of fanboys darken my skies, and I\u2019m banned from RedUser for all eternity, please allow me to explain.<\/p>\n<div id=\"attachment_835\" style=\"width: 1443px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-835\" class=\"size-full wp-image-835\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3.jpg\" alt=\"Will Lobstermania 2 resolve all the lingering questions left from Lobstermania 1?\" width=\"1433\" height=\"620\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3.jpg 1433w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-200x87.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-300x130.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-768x332.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-1024x443.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-610x264.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-1240x536.jpg 1240w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-860x372.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-680x294.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-400x173.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/slot-machines-3-50x22.jpg 50w\" sizes=\"(max-width: 1433px) 100vw, 1433px\" \/><\/p>\n<p id=\"caption-attachment-835\" class=\"wp-caption-text\"><span class=\"image-attribution\"><a href=\"https:\/\/www.flickr.com\/photos\/dachis\/20642773256\">Photo<\/a> by Adam Dachis \/ <a href=\"https:\/\/creativecommons.org\/licenses\/by\/2.0\/\">CC BY<\/a>. Cropped, hacked &amp; retouched.<\/span><br \/> Will Lobstermania 2 resolve all the lingering questions left from Lobstermania 1?<\/p>\n<\/div>\n<h2>The\u00a0Disruption Troika<\/h2>\n<p>We filmmakers abuse the term \u201cdisruption\u201d liberally, but then so does Silicon Valley. The authors of classic Disruption Theory\u00a0recently took to the Harvard Business Review to try and set the <a href=\"https:\/\/hbr.org\/2015\/12\/what-is-disruptive-innovation\">record straight<\/a>. And rightly so:\u00a0disruption\u00a0doesn&#8217;t simply mean\u00a0\u201cshiny new toy\u201d or \u201cthis will make my day job harder.\u201d<\/p>\n<p>But\u00a0a worthy idea\u00a0will also assume a life of its own, so\u00a0I hope <a href=\"https:\/\/en.wikipedia.org\/wiki\/Clayton_M._Christensen\">Clayton Christensen<\/a> will forgive my occasional breach\u00a0from his canon.<\/p>\n<p>A Disruptive Innovation is three things:<\/p>\n<ol>\n<li>It is\u00a0<strong>Inferior<\/strong>. The new product or tech has deliberate, glaring omissions in its specifications or feature set. Conventional wisdom gazes upon these omissions in horror. Pearls are clutched.\u00a0Monocles pop.<\/li>\n<li>It is <strong>Combinatorial<\/strong>. The innovation does not rely on radical new breakthroughs (think cold fusion, warp drive, or invisibility cloaks). Instead, it leverages readily available technologies and re-combines them in new ways.<\/li>\n<li>It\u00a0is <strong>Bottoms-up<\/strong>. Disruptors\u00a0identify\u00a0an under-served market and start selling there. Over time, the disruptor&#8217;s product improves and is able to consume greater\u00a0market share. The incumbents are either pushed out, or they end up balkanizing themselves into small, luxury pigeonholes.<\/li>\n<\/ol>\n<p>Let\u2019s look at a number of concrete\u00a0examples, and\u00a0see how RED stacks up.<\/p>\n<\/section>\n<div class=\"postcontents full\">\n<div id=\"attachment_842\" style=\"width: 1930px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-842\" class=\"size-full wp-image-842\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2.jpg\" alt=\"Pictured in there somewhere: the author. First weekend out the RED #0006 and #0007.\" width=\"1920\" height=\"959\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2.jpg 1920w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-200x100.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-300x150.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-768x384.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-1024x511.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-610x305.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-1680x839.jpg 1680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-1240x619.jpg 1240w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-860x430.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-680x340.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-400x200.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-group-photo-2-50x25.jpg 50w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p id=\"caption-attachment-842\" class=\"wp-caption-text\"> <span class=\"image-attribution\">Photo courtesy <a href=\"http:\/\/www.offhollywoodny.com\">Offhollywood<\/a><\/span><br \/> Pictured in there somewhere: the author. First weekend out with REDs #0006 and #0007.<\/p>\n<\/div>\n<\/div>\n<section class=\"postcontents wrapper\">\n<h2>I. Disruption is\u00a0Inferior<\/h2>\n<p>Inferior doesn\u2019t mean cheap or low-tech:\u00a0an \u201cinferior\u201d disruptive product can have a high ticket price. We&#8217;re not talking about\u00a0manufacturing defects or other quality control issues like the iPhone 4 antenna debacle, either.<\/p>\n<p>A\u00a0disruptive product <em>deliberately<\/em>\u00a0ships with specs that <em>appear <\/em>subpar to conventional wisdom.<\/p>\n<h3>A. Inferior Steam Shovels<\/h3>\n<p>My five-year-old could tell you that earth movers are hydraulic. But in the early twentieth century, everything was cable-operated.<\/p>\n<div id=\"attachment_904\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-904\" class=\"wp-image-904 size-large\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-1024x510.jpg\" alt=\"PSM_V62_D073_Steam_shovel_1024\" width=\"1024\" height=\"510\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-200x100.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-300x149.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-768x383.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-610x304.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-860x428.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-680x339.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-400x199.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/PSM_V62_D073_Steam_shovel_1024-50x25.jpg 50w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p id=\"caption-attachment-904\" class=\"wp-caption-text\">And only occasionally would a cable snap and maybe decapitate you.<\/p>\n<\/div>\n<p>Hydraulics entered that market underpowered and niche: it would take years for the technology to match the brawn of cable-operated machinery. So instead of going head-to-head with the heavy iron, disruptive diggers introduced lower-power models that were only good for small jobs.<\/p>\n<p>These new hydraulic excavators were inferior by traditional measures like\u00a0shovel size and extension distance. But all new homes need trenches dug for water and sewage lines. And that used to be\u00a0done with shovels. By\u00a0hand. In the post-WWII housing boom, new hydraulic backhoes took over the job. They even turned an\u00a0emphasis on narrower shovels and maneuverability into an\u00a0advantage.<\/p>\n<p>As\u00a0hydraulic technology improved over time, it\u00a0consumed more and more market share. In a move history would see repeated many times later, the incumbent firms eventually tried to make the switch\u00a0to hydraulics as well\u2014buy they waited until it was safe. By then, the disruptors had accumulated a massive head start. The incumbents were largely\u00a0pushed out of their core markets.<\/p>\n<h3>B. Inferior iPhone<\/h3>\n<p>Apple\u2019s iPhone strategy was heavily influenced by the disruption playbook. This is where I fork from Disruption Orthodoxy, since Clayton doesn\u2019t think the iPhone fits the bill. But\u00a0begging Clayton&#8217;s forgiveness, we tend to forget how the\u00a0original iPhone\u00a0showed\u00a0any number of deficiencies\u00a0compared to \u201creal\u201d smartphones at the time:<\/p>\n<ul>\n<li>No 3G support<\/li>\n<li>No Flash support<\/li>\n<li>No\u00a0physical\u00a0keyboard<\/li>\n<li>And let\u2019s not forget that <em>we didn\u2019t even get copy &amp; paste until iOS3<\/em>.<\/li>\n<\/ul>\n<p>Here&#8217;s\u00a0former\u00a0Microsoft CEO Steve Ballmer clutching his pearls:<\/p>\n<p><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/eywi0h_Y5_U\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>To this day, iPhones do not have the fastest processors or best cameras and\u00a0lenses that smartphone money can buy. But while Steve Ballmer laughed, Apple was betting on a different set of tradeoffs. The iPhone\u2019s launch is now widely recognized as the start of <a href=\"https:\/\/stratechery.com\/2014\/state-consumer-technology-end-2014\/\" target=\"_blank\" rel=\"noopener noreferrer\">the third epoch of consumer computing<\/a>.<\/p>\n<h3>C. Inferior Final Cut Pro X<\/h3>\n<p class=\"p1\"><span class=\"s1\">I was at a fancy Ang\u00e9nieux soiree (at NAB, of course) five years ago when Final Cut Pro X was announced. We had all been waiting and hoping for a fresh 64-bit re-write of the creaky pro app. But Apple\u00a0dropped\u00a0a bomb that day.<\/span><\/p>\n<p class=\"p1\">So we all grabbed\u00a0our iPhones,\u00a0pulled up the Supermeet news feed, and snickered into our cocktails over:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\">No EDL support<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">No video output<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">No multicam<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">No native OMF support<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">No backward compatibility<\/span><\/li>\n<\/ul>\n<p class=\"p1\"><span class=\"s1\">The <em>iMovie Pro<\/em> epithet was born about\u00a0<a href=\"http:\/\/www.macrumors.com\/2011\/04\/12\/nab-final-cut-supermeet-coverage\/#comments\"><span class=\"s2\">ten seconds later<\/span><\/a>.<\/span><\/p>\n<p class=\"p1\">But while our monocles were busy popping, Apple was also introducing some less\u00a0obvious\u00a0innovations:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\">Magnetic Timeline<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Live Scrubbing<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Facial Recognition<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Auditions<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Smart metadata keyword tagging instead of \u201cbins\u201d (an outdated 35mm film metaphor)<\/span><\/li>\n<\/ul>\n<p>These may yet bring the NLE world kicking and screaming into the 21st century. And FCPX has continued to quietly <a href=\"https:\/\/twitter.com\/killearnkid\/status\/712980440664129536\">innovate<\/a> while the <a href=\"http:\/\/www.fcp.co\/final-cut-pro\/articles\/1617-how-the-hollywood-feature-film-focus-was-edited-on-final-cut-pro-x-part-one\">first<\/a> <a href=\"http:\/\/www.fcp.co\/final-cut-pro\/articles\/1780-how-the-hollywood-film-whiskey-tango-foxtrot-was-edited-on-final-cut-pro-x\">several<\/a> feature films have since been edited on the\u00a0platform.<\/p>\n<h3>D. Inferior RED<\/h3>\n<p>The RED One looked and felt like a space-age ray gun. It turned heads and drew small crowds on the street. (This was 2007, people.) So do I dare call it inferior?<\/p>\n<p>Well for\u00a0starters, early\u00a0firmware builds\u00a0were\u00a0rocking a font\u00a0suspiciously\u00a0close to Comic Sans:<\/p>\n<div id=\"attachment_857\" style=\"width: 273px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-857\" class=\"size-full wp-image-857\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/not-comic-sans.jpg\" alt=\"I am not making this up.\" width=\"263\" height=\"202\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/not-comic-sans.jpg 263w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/not-comic-sans-200x154.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/not-comic-sans-50x38.jpg 50w\" sizes=\"(max-width: 263px) 100vw, 263px\" \/><\/p>\n<p id=\"caption-attachment-857\" class=\"wp-caption-text\">I am not making this up.<\/p>\n<\/div>\n<p>Typographic faux pas aside, there were some bigger\u00a0issues:<\/p>\n<ul>\n<li>Initially there was no viewfinder, only an LCD screen.<\/li>\n<li>The only signal out was 720p.<\/li>\n<li>The only supported aspect ratio was,\u00a0bizarrely, 2.00:1.<\/li>\n<li>The first\u00a0Redcode RAW codec had a fairly high compression ratio (about 12:1).<\/li>\n<li>The camera employed an FPGA, which runs\u00a0hotter, hogs more\u00a0real estate, and burns more power than an ASIC.<\/li>\n<\/ul>\n<p>But the real flashpoint was RED\u2019s choice of sensor. Everything more or less turned on this.<\/p>\n<ul>\n<li>First, RED went with a\u00a0single-chip architecture. This generally requires\u00a0de-mosaicing\u2014a process that imposes a roughly 36%\u00a0penalty on spatial resolution. In that sense, 3-chip architectures were considered technologically superior. Star Wars Episodes I-III were shot on SONY F-900 and F-950 cameras, which use 3 separate 2\/3\u201d sensors. <strong>[Update: @<a href=\"https:\/\/twitter.com\/@5tu\">5tu<\/a> notes that Star Wars I was shot on film. Episodes II-III were shot on SONY&#8217;s cameras.]<\/strong><\/li>\n<li>CCD sensors are generally more light-sensitive and make it easier to implement a global shutter. RED chose less photosensitive CMOS sensors.<\/li>\n<li>CMOS sensors also have\u00a0slower\u00a0refresh rates, which meant that the camera would have <a href=\"http:\/\/www.red.com\/learn\/red-101\/global-rolling-shutter\">rolling shutter<\/a> issues. One solution might have been a\u00a0mechanical shutter,\u00a0considered superior since\u00a0they behave\u00a0more like film cameras and mostly get around vertical rolling-shutter problems. Hence we\u00a0find mechanical shutters on cameras like the Thomson Viper, Dalsa Origin, Arri D20\/21, and the SONY F65.<\/li>\n<\/ul>\n<p>While camera manufacturers were far from monolithic, RED\u2019s approach\u00a0ran entirely orthogonal\u00a0to prevailing engineering consensus: they built a single-chip, 35mm, rolling-shutter CMOS sensor camera\u2014with all of the drawbacks listed above.<\/p>\n<p>The first time you picked up an iPhone you didn&#8217;t care about its hardware specs: The UX was qualitatively in a different stratosphere. RED\u00a0banked on a similar\u00a0gamble: that all of those tradeoffs\u00a0would pale when you started shooting with a 35mm sensor, PL mount, and RAW files.\u00a0Because suddenly, your digital\u00a0footage looked like A Real Movie.<\/p>\n<div id=\"attachment_877\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-877\" class=\"wp-image-877 size-large\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-1024x420.jpg\" alt=\"The Girl with the Dragon Tattoo\" width=\"1024\" height=\"420\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-200x82.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-300x123.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-768x315.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-610x250.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-860x353.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-680x279.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-400x164.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/dragon-tattoo-50x21.jpg 50w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p id=\"caption-attachment-877\" class=\"wp-caption-text\">Pictured: A Real Movie.<\/p>\n<\/div>\n<p>Anyone who has ever tried to bolt PL mounts onto Varicams and DVX-100s\u00a0remembers this\u00a0hunt for the holy digital\/cinematic\u00a0grail.\u00a0And RED had suddenly put it within reach.<\/p>\n<p>Still, I still don&#8217;t think the RED Camera was disruptive. Let&#8217;s keep going.<\/p>\n<h2>II. Disruption is\u00a0Combinatorial<\/h2>\n<p>All technological advance is built\u00a0on prior knowledge. But the combinatorial aspect of Disruption Theory revolves around the key insight that you don\u2019t need radical breakthroughs\u2014like cold fusion or warp drive\u2014in order to upend an entire industry. Instead, you need to find creative and unexpected new ways to re-combine available technologies.<\/p>\n<h3>Disruptive vs. Sustaining<\/h3>\n<p>Over time, hard drives have evolved along several axes, including density and size.<\/p>\n<p>You and I expect our storage media to be constantly increasing in capacity. But Moore&#8217;s Law is <a href=\"http:\/\/www.softmachines.org\/wordpress\/?p=1789\" target=\"_blank\" rel=\"noopener noreferrer\">not automatic<\/a>: billions of R&amp;D dollars have gone into making this a reality. Keeping the pace of consumer demand has required a number of expensive and &#8220;radical&#8221; innovations. In the hard disk industry, that meant moving gradually from ferrite-oxide heads to thin-film heads to magneto-resistive heads.<\/p>\n<p>Those types of inventions emanate from large, established firms with armies of top engineering talent. But critically, these advancements don&#8217;t\u00a0lead to\u00a0new products or address new markets. Instead, expensive, &#8220;radical&#8221; technology breakthroughs usually serve to sustain existing products, along their existing trajectory, selling to an existing customer base.<\/p>\n<p>Clayton identifies this a <strong>sustaining<\/strong> innovation. And he is at pains to distinguish <strong>sustaining<\/strong> from <strong>disruptive<\/strong> innovations. Disruption has very different hallmarks. In fact, most of the time you hear the word &#8220;disruptive&#8221; tossed about, the speaker is actually describing a sustaining innovation.<\/p>\n<p>This simple insight is also one of his most profound. It&#8217;s one we ignore at our own risk.<\/p>\n<h3>A. Combinatorial Hard Drives<\/h3>\n<p>While making hard drives denser required a lot of expensive R&amp;D, making them smaller was a different exercise. It was usually a matter of creative bricolage: re-combining available technology in novel ways.<\/p>\n<p>This often started in large companies as well, but a similar pattern would\u00a0emerge:<\/p>\n<ul>\n<li>Smart engineer at OldCo devises a\u00a0smaller hard drive, using the existing technology stack.<\/li>\n<li>OldCo&#8217;s core\u00a0customer base say \u201cno thanks.\u201d They want a <a href=\"https:\/\/hbr.org\/2011\/08\/henry-ford-never-said-the-fast\" target=\"_blank\" rel=\"noopener noreferrer\">faster horse<\/a>.<\/li>\n<li>Company quietly kills product.<\/li>\n<li>Smart engineer exits, forms NewCo, and eventually eats OldCo\u2019s lunch.<\/li>\n<\/ul>\n<p>With the benefit of hindsight, the frequency of this verse-chorus-verse is startling. But ladder-climbing middle managers have short horizons, and they will gladly strangle your new idea if it\u2019s not going to help\u00a0the balance sheet next quarter. (Not that there\u2019s anything wrong with this: that\u2019s their job. You just need to understand this.)<\/p>\n<p>Smaller hard drives were able to compete along new vectors like ruggedness, power consumption, and form factor. This meant selling to\u00a0new and emerging markets that had\u00a0different uses for the product. And frequently, those new\u00a0markets would go on to\u00a0dwarf the original market being disrupted. (For example, would you rather be in the consumer smartphone business or in &#8220;enterprise smartphone sales&#8221;?)<\/p>\n<p>At a risk of over-simplifying: denser hard drives were sustaining and served the status quo, while smaller hard drives were disruptive and challenged the status quo.<\/p>\n<p>And critically: while established players are almost always\u00a0<em>technologically<\/em> capable of making\u00a0disruptive products, they are almost\u00a0never\u00a0<em>culturally<\/em>\u00a0able to bring them to\u00a0market. The only way forward\u00a0is to start a new company.<\/p>\n<h3>B. Combinatorial Google Docs<\/h3>\n<p>For years, Google Apps have been\u00a0nipping at the heels of\u00a0Microsoft Office products. (And under <a href=\"https:\/\/stratechery.com\/2014\/two-microsofts\/\">Satya Nadella<\/a>, Microsoft has finally started responding.)<\/p>\n<p>But Google didn\u2019t need to invent any radical new technologies for products like Google Docs and Sheets. Instead they combined:<\/p>\n<ul>\n<li>The modern web stack, including HTML5, CSS3, JavaScript, and frameworks like jQuery<\/li>\n<li>Operational Transform techniques\u00a0(aka\u00a0a\u00a0thing that lets different\u00a0people edit a document at the same time without stuff blowing up)<\/li>\n<li>XMLHttpRequest (aka the thing that lets you refresh small portions\u00a0of a web page without having to constantly\u00a0reload the whole page, 1997-style)<\/li>\n<\/ul>\n<p>Like many other companies with SaaS offerings, Google leveraged many\u00a0existing and readily available technologies\u00a0into unique\u00a0new products. That leverage allows Google and startups alike to\u00a0compete with traditional, on-premise software.<\/p>\n<h3>C. Combinatorial iPhone<\/h3>\n<p>The original iPhone is another great example of combining existing technologies into something new. Its core technologies included:<\/p>\n<ul>\n<li>Multi-touch: which, contrary to popular opinion, was <a href=\"https:\/\/www.youtube.com\/watch?v=ac0E6deG4AU\">not invented by Apple<\/a><\/li>\n<li>LED displays<\/li>\n<li>Wireless\u00a0protocols like GSM and CDMA<\/li>\n<li>GPS<\/li>\n<li>WiFi<\/li>\n<li>Bluetooth<\/li>\n<li>JPEG, mp3, AAC, mpeg-4, and other compression\u00a0techniques developed by an array of\u00a0industry groups<\/li>\n<\/ul>\n<p>Benedict Evans of a16z has a great piece on the <a href=\"http:\/\/ben-evans.com\/benedictevans\/2015\/1\/11\/resetting-the-score\">HMS Dreadnaught<\/a> \u2014 the world\u2019s first modern battleship \u2014 which he describes in the following\u00a0terms:<\/p>\n<blockquote><p>\u201cit contained few things that were fundamentally new &#8211; most of the key features had been around for a while and considered elsewhere &#8211;\u00a0but it was the first to put all of them together in one place in the right way.\u201d<\/p><\/blockquote>\n<p>I don&#8217;t know a better way to sum up the combinatorial aspect of disruptive innovations.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-932\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught.jpg\" alt=\"HMS Dreadnaught\" width=\"800\" height=\"586\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught.jpg 800w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-200x147.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-300x220.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-768x563.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-610x447.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-680x498.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-400x293.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/hdm-dreadnaught-50x37.jpg 50w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<h3>D. Combinatorial RED<\/h3>\n<p>Let&#8217;s look at some key highlights of\u00a0RED\u2019s technology stack:<\/p>\n<ul>\n<li>CMOS sensor &#8211; not invented by RED<\/li>\n<li>Super 35mm Format &#8211; not invented by RED<\/li>\n<li>PL Mount &#8211; not invented by RED<\/li>\n<li>Bayer Pattern &#8211; not invented by RED<\/li>\n<li>Camera RAW format \u2014 not invented by RED<\/li>\n<li>Wavelet Compression \u2014 not invented by RED<\/li>\n<\/ul>\n<p>I&#8217;ve found\u00a0that\u00a0disruptive innovations often contain <em>two<\/em> killer apps: one obvious, and one\u00a0hidden. In the case of RED, 4k was front and center. But\u00a0the RED camera didn&#8217;t succeed because\u00a0of a\u00a0sensor with more photosites. People already\u00a0knew how to\u00a0make those.<\/p>\n<p>The less obvious but far more important killer app was Redcode RAW: the idea of applying wavelet-like compression to an image before it was de-mosaiced. This is a perfect example of combinatorial innovation. And even the occasional\u00a0grumpy <a href=\"http:\/\/www.cinematography.net\/\">CML<\/a> commenter\u00a0will\u00a0concede that this was not a terrible\u00a0idea.\u00a0RED&#8217;s combinatorial play\u00a0looked like this:<\/p>\n<ul>\n<li>Combining more photosites with onboard RAW recording;<\/li>\n<li>applying wavelet-like compression to RAW images;<\/li>\n<li>using an affordable single-chip 35mm sensor; and<\/li>\n<li>integrating this\u00a0into an architecture that interfaced with cinema glass. (See above: Looks Like A Real Movie.)<\/li>\n<\/ul>\n<p>RED opted for a very different set of trade-offs than what\u00a0the incumbents\u00a0deemed \u201ccorrect\u201d. (If you don&#8217;t believe me, I invite you to re-live <a href=\"https:\/\/library.creativecow.net\/galt_john\/John_Galt_2K_4K_Truth_About_Pixels\/1\">this classic<\/a>.)<\/p>\n<p>RED&#8217;s trade-offs were\u00a0themselves\u00a0based on a very different set of assumptions about the future. As with\u00a0the\u00a0HMS Dreadnaught, RED was the first to pull all of these features together in\u00a0that\u00a0particular way.<\/p>\n<p>Side note: all major digital cinema cameras today use single-chip CMOS architectures.<\/p>\n<p>Yes, I am describing an almost classically disruptive play.<\/p>\n<p>No, I still think the RED was not disruptive. Read on.<\/p>\n<h2>III. Disruption is Bottoms-up<\/h2>\n<p>Disruptors win by identifying emerging, under-served markets. For example, when 11\u201d hard drive platters ruled the mainframe landscape, no one imagined that one day 1.8\u201d hard drives would be embedded in iPods, pacemakers, or auto navigation systems.<\/p>\n<p>Middle managers are incentivized to prioritize their careers around high-value, high-prestige customers. (The ones who have deep pockets, but\u00a0keep asking for more of the same.) By comparison, emerging\u00a0markets are difficult\u00a0to\u00a0measure and\u00a0are initially lower-prestige. That&#8217;s central to the\u00a0&#8220;Innovator&#8217;s Dilemma.&#8221;<\/p>\n<h3>A. Bottoms-up Motorbikes<\/h3>\n<p>Honda originally tried to compete with Harley-Davidson in the U.S. motorcycle market. Let&#8217;s just say that didn&#8217;t go so well at first.<\/p>\n<p>Harleys were big, powerful, and to this day carry a brand image that no one else\u00a0can\u00a0touch. But something funny happened one day\u00a0while\u00a0Honda reps were\u00a0tearing ass around the desert on their\u00a0lightweight dirt bikes. It occurred to them that there just\u00a0might be \u201can undeveloped off-the-road recreational motorbike market in North America.\u201d<\/p>\n<p>50cc Super\u00a0Cubs were low-prestige compared to the heavy-iron Harley-Davidson market. So it took a\u00a0long time\u00a0for\u00a0Honda to stop trying to compete with Harley head-on. But once they did,\u00a0they were able to\u00a0discover entirely new markets and establish a beachhead in the United States.<\/p>\n<p>Only after they\u00a0found their down-market groove was Honda in a position to move into adjacent markets. Like\u00a0the heavy-iron Bike Week crowd. But they were\u00a0eventually so successful in this that they pushed out most\u00a0of the established competitors\u2014except for Harley-Davidson (and BMW).<\/p>\n<h3>B. Bottoms-up Color Correctors<\/h3>\n<p>When Moore&#8217;s Law started to catch up with color grading, things got interesting.<\/p>\n<p>Up until then, you needed heavy-iron systems. Then\u00a0almost overnight, a new crop of GPU-accelerated color tools\u00a0started to drop.<\/p>\n<p>They\u00a0were software-only, but we already knew how to\u00a0build\u00a0the hardware\u00a0around\u00a0this new generation of\u00a0finishing systems. We had been building\u00a0over-clocked, water-cooled, monster-GPU systems\u00a0for years. The only difference: instead of\u00a0trying to bump up our frame rates in\u00a0<em>Quake<\/em> and <em>Half-Life<\/em>, we were now doing the same thing for\u00a0<em>Scratch<\/em>, <em>Speedgrade<\/em>, and <em>Final Touch.<\/em><\/p>\n<div id=\"attachment_850\" style=\"width: 1034px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-850\" class=\"wp-image-850 size-large\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-1024x768.jpg\" alt=\"Water-cooled\" width=\"1024\" height=\"768\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-1024x768.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-200x150.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-300x225.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-768x576.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-610x458.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-1240x930.jpg 1240w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-860x645.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-680x510.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-400x300.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-50x38.jpg 50w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315-1680x1260.jpg 1680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/water-cooled-e1457988812315.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p id=\"caption-attachment-850\" class=\"wp-caption-text\">Let&#8217;s do this.<\/p>\n<\/div>\n<p>This was orders of\u00a0magnitude better than the old 3-way filter in Final Cut\u00a04.5\u2014and we finished feature films that way too\u2014but early tools like Final Touch HD still clattered along at a Chaplin-esque 16-18 frames per second.<\/p>\n<p>That wasn\u2019t good enough for everyone.\u00a0So the big-box post houses stuck with safer tape-to-tape and photochemical options for much longer. But guerrilla boutiques jumped into\u00a0the file-based world\u00a0with both feet. My colleague <a href=\"http:\/\/lightiron.com\/about\/management\/michael-cioni\/\">Michael Cioni<\/a> even finished studio features like <em>The\u00a0Garfield Movie<\/em> in Final Touch,\u00a0years before\u00a0Apple acquired them and re-christened the tool\u00a0<em>Apple\u00a0Color<\/em>.<\/p>\n<p>These software makers had identified\u00a0another under-served market: indie filmmakers and post professionals\u00a0who wanted their footage to have a professional finish. (Another important component of \u201cLooks Like A Real Movie.\u201d)\u00a0Up until then, color grading was still a dark art, carefully shrouded from\u00a0the masses. That changed almost overnight.<\/p>\n<p>This particular story has an interesting twist, because\u00a0an erstwhile heavy-iron incumbent\u00a0is once again the dominant player today. But it took an acquisition, re-brand, and flip to freemium software-only model to make this happen. That&#8217;s another story for another time.<\/p>\n<h3>C. Bottoms-up iPhone<\/h3>\n<p>On the day Steve Jobs announced the iPhone, the cool kids\u00a0were rocking Blackberries and Treos. Because the\u00a0smartphone was a <em>business machine<\/em>. More to the point\u2014and I cannot stress this enough\u2014in 2007, everybody hated their phone. This\u00a0was axiomatic and as\u00a0inevitable as death and taxes.<\/p>\n<p>I have no interest in re-litigating the iPhone\/disruption debate (again, I am in the minority here). But\u00a0Apple rather deftly identified the\u00a0under-served market: consumers who hated their mobile phones. In other words: everybody. Hiding right there in plain sight.<\/p>\n<p>You might not be shocked that\u00a0the major phone manufacturers dismissed\u00a0Apple&#8217;s\u00a0iPhone as an expensive toy. Let&#8217;s hear from Ballmer one more time:<\/p>\n<p><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/Vhh_GeBPOhs\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>Oops, sorry about that\u2014I was thinking of this one:<\/p>\n<p><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/eywi0h_Y5_U?t=12s\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>When is the last time your company issued you a Blackberry,\u00a0or any phone for that matter? While RIM and Microsoft worried about what business customers would think, Apple made an end run around the whole concept and introduced the world&#8217;s first truly viable consumer smartphone. To the extent that\u00a0enterprise is interesting to Apple at all, it is now dwarfed by the consumer smartphone market.<\/p>\n<h3>D. Bottoms-up Everything<\/h3>\n<p>What are the chances that FCPX is the NLE equivalent of a 50cc Super\u00a0Sub having a blast, while we\u00a0True Pros once more\u00a0lumber\u00a0off to <del>Bike Week<\/del> NAB in our proverbial leather vests and ponytails? Inkjet printers sold downmarket of laserjet printers. Mini-mills initially sold lower-grade steel for washing machines instead of high rise beams. And hydraulic shovels started, literally, in the trenches.<\/p>\n<p>The problems with selling down-market are well-documented: it is difficult to measure emerging markets because they don\u2019t exist yet. Muscle memory and the desire for prestige and social capital incentivizes\u00a0managers to keep selling\u00a0to their\u00a0&#8220;best&#8221; customers, not those down-market schlubs.<\/p>\n<p>Time and again\u2014and <em>pace<\/em> all of those corporate consultants peddling self-disruption workshops\u2014there seems to be only one real way to pull off bottoms-up disruption: Start A New Company.<\/p>\n<h3>E. Bottoms-up RED<\/h3>\n<p>Which brings us back to the RED. I\u2019d like to pause here and show you two pictures. Here\u2019s the first:<\/p>\n<div id=\"attachment_794\" style=\"width: 860px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-794\" class=\"size-full wp-image-794\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan.jpg\" alt=\"Does Ghetto Dawg 2 resolve all of the lingering questions from Ghetto Dawg 1?\" width=\"850\" height=\"571\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan.jpg 850w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-200x134.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-300x202.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-768x516.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-610x410.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-680x457.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-400x269.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/2078Ghetto_Dawgs_2_R1_Scan-50x34.jpg 50w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/p>\n<p id=\"caption-attachment-794\" class=\"wp-caption-text\">Does Ghetto Dawg 2 resolve all of the lingering questions from Ghetto Dawg 1?<\/p>\n<\/div>\n<p>Not long before my company took delivery of RED Ones #6 and #7, I was producing the DI on this little movie. As much as I\u2019d love\u00a0to tell you about the cool guerilla post production we were pulling off at the time\u2014and we were!\u2014I don\u2019t think anyone will argue that RED went\u00a0<em>downmarket<\/em> when they sold their first two cameras\u00a0to us.<\/p>\n<p>Here\u2019s the second picture:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-793\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/reduser-silly-place-02.jpg\" alt=\"Let's not go to Reduser. It is a silly place.\" width=\"400\" height=\"400\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/reduser-silly-place-02.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/reduser-silly-place-02-200x200.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/reduser-silly-place-02-300x300.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/reduser-silly-place-02-50x50.jpg 50w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<p>I pulled this meme off one of the various online film tech cabals that I like to haunt.<\/p>\n<p>Oh yes, how the\u00a0True Pros love to hate on RedUser. It\u2019s easy: the online community looks\u00a0like it\u2019s overpopulated by rank amateurs making rookie mistakes and asking endless dumb questions.<\/p>\n<p><span style=\"line-height: 1.5;\">And very frequently, it is.<\/span><\/p>\n<p>Would you like to know how to get ahead in life?\u00a0You start as a rank amateur, make a bunch of rookie mistakes, and ask a ton of dumb questions.<\/p>\n<p>But that\u00a0doesn&#8217;t always sit well with the rank and file.\u00a0A tenacious view still persists that most sacred Big Boy tools of the trade are rightly designated to priestly greybeards.\u00a0The uninitiated are not yet worthy: their path must be traditional credentialism, trade organization membership, and years of apprenticeship-fealty.<\/p>\n<p>RED took a very different view: put those tools directly into the hands of as many people as possible. (If your monocles are still popping at this point, may I perhaps <a href=\"http:\/\/hivemill.com\/products\/gentlemans-monocle\">recommend this product<\/a>?) They did this through aggressive pricing, sure. But they also very deliberately fostered a global online community with a spectrum of seasoned veterans, aspiring semi-pros, and the previously-mentioned\u00a0fanboy amateurs.<\/p>\n<p>And tellingly, they created this community <em>almost a year<\/em>\u00a0before the first cameras shipped.<\/p>\n<p>The casual observer might also note that the person responsible for creating and growing\u00a0this online RED community has since been promoted to President of RED Digital Cinema.\u00a0Jarred Land has many talents, but I would not overlook his role in creating RedUser or dismiss it as tangential. From where I\u2019m standing, his work was absolutely crucial to RED\u2019s strategy and\u00a0long-term\u00a0success.<\/p>\n<p>Where did this all lead? I\u2019ve tried figure out how many RED cameras are on the street, globally. It\u2019s not an easy task, and RED sure isn\u2019t telling. But\u00a0I asked Jarred, who approved the following quote for this article:<\/p>\n<blockquote><p>\u201cLots.\u201d<br \/>\n&#8211; Jarred Land, President, RED Digital Cinema<\/p><\/blockquote>\n<p>My napkin math says the low-end number is 20,000. Don\u2019t hold me to that; the numbers are a bit hand-wavey. It could easily be more than twice that.<\/p>\n<p>Earlier I mentioned the Sony F-900 camera. Around the time our first REDs were shipping, there\u00a0there were about <em>two hundred<\/em>\u00a0of those in existence. In other words: RED took a paradigm of limited luxury models parked at high-end rental shops\u2014and they 100x\u2019ed it.<\/p>\n<p>That\u2019s pretty impressive. Especially in the World Of Atoms.<\/p>\n<p>Do major camera houses still stock\u00a0RED cameras? Of course they do. Are RED cameras used on major\u00a0studio features?<\/p>\n<div id=\"attachment_805\" style=\"width: 2096px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-805\" class=\"size-full wp-image-805\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36.png\" alt=\"Yep.\" width=\"2086\" height=\"740\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36.png 2086w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-200x71.png 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-300x106.png 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-768x272.png 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-1024x363.png 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-610x216.png 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-1680x596.png 1680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-1240x440.png 1240w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-860x305.png 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-680x241.png 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-400x142.png 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/Screen-Shot-2016-03-08-at-22.28.36-50x18.png 50w\" sizes=\"(max-width: 2086px) 100vw, 2086px\" \/><\/p>\n<p id=\"caption-attachment-805\" class=\"wp-caption-text\">Sure.<\/p>\n<\/div>\n<p>But does the bulk of RED\u2019s revenue come from their high-end \u201centerprise\u201d customers, or the down-market semi-pros? Jarred&#8217;s not telling. But I can wager a pretty good guess.<\/p>\n<\/section>\n<div class=\"postcontents full\">\n<div id=\"attachment_847\" style=\"width: 1930px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" loading=\"lazy\" aria-describedby=\"caption-attachment-847\" class=\"size-full wp-image-847\" src=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny.jpg\" alt=\"The RED One Serial #0006\" width=\"1920\" height=\"972\" srcset=\"http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny.jpg 1920w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-200x101.jpg 200w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-300x152.jpg 300w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-768x389.jpg 768w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-1024x518.jpg 1024w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-610x309.jpg 610w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-1680x851.jpg 1680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-1240x628.jpg 1240w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-860x435.jpg 860w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-680x344.jpg 680w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-400x203.jpg 400w, http:\/\/endcrawl.com\/blog\/wp-content\/uploads\/2016\/02\/red-one-0006-pliny-50x25.jpg 50w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p id=\"caption-attachment-847\" class=\"wp-caption-text\"> <span class=\"image-attribution\">Photo courtesy <a href=\"http:\/\/www.offhollywoodny.com\">Offhollywood<\/a><\/span><\/p>\n<\/div>\n<\/div>\n<section class=\"postcontents wrapper\">\n<h2>So was the RED Camera a Disruptive Innovation?<\/h2>\n<p>Which brings us full circle, and back to those flaming fanboy arrows currently suspended in mid-air above my head. Was the RED camera a disruptive innovation?<\/p>\n<p>Let&#8217;s tally:<\/p>\n<ul>\n<li>The RED One was initially \u201cinferior\u201d along many\u00a0traditional vectors.<\/li>\n<li>The RED One was a\u00a0fascinating\u00a0combinatorial play, similar to the iPhone or the HMS Dreadnaught<\/li>\n<li>RED Digital Cinema very\u00a0deliberately sells to everyone\u2014not just to the Great Big High School In The Sky.<\/li>\n<\/ul>\n<p>If I ignore the miniature Clayton Christensen sitting on my shoulder, splitting hairs on the finer points: yes, RED Digital Cinema pulled off a near-textbook execution of the disruption playbook. If he publishes a third edition of <a href=\"http:\/\/www.amazon.com\/Innovators-Dilemma-Technologies-Management-Innovation-ebook\/dp\/B00E257S86\/\">The Innovator\u2019s Dilemma<\/a>, Clayton should consider adding a RED case study.<\/p>\n<p>But\u00a0RED camera was, is, and always will be\u2014a camera.<\/p>\n<p>Hands up if you work in the camera industry.<\/p>\n<p>Chances are, if you\u2019re still reading this, you consider yourself a filmmaker. You work in the film industry. Whether your on your 11th straight hour of roto, or 11th Red Vine from the craft services table. You&#8217;re in the business of making\u00a0films.<\/p>\n<p>In no way will\u00a0a RED\u00a0camera, or any other piece of tech\u00a0you\u00a0find\u00a0on the\u00a0convention floor change:<\/p>\n<ul>\n<li>how films are \u201cpackaged\u201d and financed;<\/li>\n<li>what groups of people have realistic access to funding;<\/li>\n<li>the massive waterfall modes\u00a0that still dominate production;<\/li>\n<li>the <a href=\"https:\/\/www.youtube.com\/watch?v=spXU_kljHPE\">types<\/a> of films that are accepted into major festivals like Venice, Toronto, Berlin, and Sundance;<\/li>\n<li>what kinds of stories get told in the first place;<\/li>\n<li>who gets to tell them; and<\/li>\n<li><a href=\"https:\/\/www.brightideasmag.com\/ideas\/no-exit\/\">for whose benefit<\/a>.<\/li>\n<\/ul>\n<p>In fairness, no one in those vendor booths will claim otherwise. It is we filmmakers who are constantly losing that script.<\/p>\n<p>We love to throw around words like \u201cdisruption\u201d while perusing a buzzing\u00a0expo\u00a0that,\u00a0for all of\u00a0the technical prowess on display, is ultimately one of the planet&#8217;s single greatest\u00a0assemblies of <em><strong>sustaining innovation theater<\/strong><\/em>.<\/p>\n<h2>Better Questions<\/h2>\n<p>Ask yourself:<\/p>\n<ul>\n<li>Are HBO NOW, STARZ, Playstation Vue, Xfinity, and other Over The Top offerings disruptive? Or are they sustaining innovations selling the same product to the same customer base?<\/li>\n<\/ul>\n<ul>\n<li>Are Virtual Reality and High Dynamic Range examples of disruptive tech? Or do they primarily sustain\u00a0established companies like Dolby, Sony, or Facebook?<\/li>\n<\/ul>\n<ul>\n<li>Stereoscopic 3D, 4k\/8k, Wide Color Gamut, Auro, IMAX, ATMOS, Barco Escape: same question?<\/li>\n<\/ul>\n<p>That\u2019s a good place to start, since we are so often guilty of conflating what is sustaining\u00a0and what is\u00a0disruptive.<\/p>\n<p>Love them or hate them, RED thoroughly disrupted the camera industry. And we should all be eternally grateful. You wouldn&#8217;t have your\u00a0ALEXA and F55 today if not for\u00a0Jim Jannard.<\/p>\n<p>But we then picked up those cameras and made the same things we always had: two-hour features, 30\/60-minute TV shows, and 30-second commercials.<\/p>\n<p>If we want to go further than that, we need a fresh set of questions. I could write another 100,000 words on that topic. And probably will.<\/p>\n<p>But let\u2019s just start here:\u00a0<em>What does a disruptive piece of content look like?<\/em><\/p>\n<hr \/>\n<p><em>Deanan DaSilva, Evan Schechtmann, Michael Cioni, Graeme Nattress, Mark Pederson, Gus Sacks, Eric Camp, Jeffrey Hagerman, and Tom Wong contributed to this article.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I had the first two RED One (and Epic) cameras. They were many things, but not disruptive. Here&#8217;s why.<\/p>\n","protected":false},"author":1,"featured_media":1052,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[17,9,3,13],"tags":[],"_links":{"self":[{"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/posts\/736"}],"collection":[{"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/comments?post=736"}],"version-history":[{"count":168,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/posts\/736\/revisions"}],"predecessor-version":[{"id":3257,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/posts\/736\/revisions\/3257"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/media\/1052"}],"wp:attachment":[{"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/media?parent=736"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/categories?post=736"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/endcrawl.com\/blog\/wp-json\/wp\/v2\/tags?post=736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}