In a world where everyone is trying to disrupt, seek the enablers. Those who others will be dependent upon for their technology. In order to do this you would need the first layer of strong due diligence for the market, team, potential, IP held/filing, commercialisation potential, and other. A second layer of due diligence is then needed. On the technical science, commercial viability, extrapolating to the future and what this could potentially be. These de-risking steps will assist you in better investing, rather than gambling

Tech disruption inherently entails ample risk - the outsized rewards come from asymmetric upside in the few big winners. But a rigorous, 360-degree risk-reward analysis across market dynamics, product, unit economics, and downside mitigation can help you intelligently swing at the right pitches with conviction. The savviest investors always think two steps ahead.

Evaluating the risk-reward ratio in disruptive technology startups requires a balanced portfolio. Typically, in a VC portfolio of ten startups, one might yield a 20x to 30x return, a couple may break even, and the rest could fail. Taking risks on disruptive startups is essential because of their high potential for significant returns—the coveted “30 bagger.” However, it’s crucial to diversify and recognize the possibility of failure. Both founders and VCs should embrace risk-taking while strategically diversifying investments.

Before writing a cheque for capital, check for customers. Disruption is NOT inventing something new that takes the world by storm. "A disruptive innovation is a technologically simple innovation in the form of a product, service, or business model that takes root in a tier of the market that is unattractive to the established leaders in an industry." - Clayton Christensen. That means that disruptive innovation is a product / service / convenience that allows MORE people to become customers when it was previously unattractive for suppliers to serve this audience.