Let me add that Axil is confused about Christensen's claim. Christensen does not say that small companies use disruptive technology to challenge large ones. He says nothing about the size or political power of the challenger. Sometimes small companies take business from large ones; sometime large ones hurt small ones; and in many of the case studies he cites, all of the companies were large and well established.
The point is, cold fusion is not well suited for existing large-scale energy applications, such as power company generators. It may become well suited in the future, but in the initial stages it will probably not be. Also, these applications are not as profitable and they take a long time to pay off. Axil should read Christensen, or at least my summary in chapter 7 of my book. - Jed