Yeah, you'd think somebody at Intuit would have read it.
But, even with the knowledge of the problem, seeing it in your own industry, and recognizing it when you're facing it and before it's too late, seems to be almost impossible. I suspect Intuit are beginning to get a feel for the weight of the problem they face, but I suspect their solution will be ill-conceived. They'll keep chugging away on "integrating" their desktop product with their web product, finding "synergy", and providing "more value" to their existing customer base...all the while that customer base flakes off bit by bit and lands right on Mint's plate. By the time Quicken has a credible web-based version, Mint will already be a more capable product and Intuit will be milking their tiny market share into the grave (there will probably also be a lawsuit or two, which they will lose).
"Yeah, you'd think somebody at Intuit would have read it."
At the last "leadership conference" at Intuit, Brad Smith the CEO and other "leaders" were quoting Christensen every 10 minutes or so. A bunch of managers even got some face time with Christensen and the resulting videos were "cascaded" down to the peons in Bangalore.
Textbook Innovator's Dilemma.