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ECP identifies two types of industry cloud companies: 'enablers' and 'disrupters'. Enablers act as partners to the industry concerned, focusing on complementary apps, data, and services. Disrupters, by contrast, are feared by industry incumbents since they tend to build their own marketplaces and dismantle historically high margins. Examples of enablers are Athenahealth and Veeva in healthcare, while classic disrupters are Uber in transportation and Airbnb in hospitality.
