It really comes down to computing power. Questions and issues that used to take years, or at least months, to solve, can now be figured out in weeks and days. The ability to run simulations and tests using more advanced equipment leads to.....more advanced equipment. Again, it comes down to figuring out the right questions to ask. If you have a little foresight, you can jump the competition in a fairly short period of time. The problem is, you can also get leapfrogged. Gotta stay on the cutting edge. That's the hard part. As quickly as they have "reemerged" they could be gone again.
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To add to that, the "hit" can come from anywhere. Now, with companies that can go into any industry since it is all software, someone across the world can come up with an idea and crush an industry.
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