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According to Mohamed El-Erian, what sets companies like Alphabet (GOOGL) - Get Free Report , Amazon (AMZN) - Get Free Report and Facebook (FB) - Get Free Report apart from the herd is their willingness to self-disrupt.

"They're willing to fail," El-Erian said. "If they get two out of ten things right, that's a success. If an established company did that, they would consider it a failure."

The chief economic adviser of Allianz pointed to Amazon as a major example, noting that it looks completely different than when it started back in 1994.

"Slowly but surely they're starting to disrupt their models," El-Erian said in an interview. "If these disruptors get it right, like Facebook, combining platform with content, they can do a lot."

He noted, though, that this is difficult to measure. Even without measurements, though, El-Erian said he felt good about the United States economy.

"It makes me feel a lot better because the U.S. has the entrepreneurial spirit that's so important," El-Erian said. "The U.S. is not devastated when it stumbles."

When asked about Great Britain's potential exit from the European Union, El-Erian had a little less faith.

"If British citizens decide to vote for leaving, there's going to be a period where there will be uncertainty as to what comes next," El-Erian said. "They won't have left the EU, but they won't know what's next exactly. That causes more economic and financial disruptions."

He noted that different countries within the EU see it differently. Great Britain, for example, sees it as a free trade agreement, while other nations may see it as an "ever closer EU," which also aligns on social and political planes.

Alphabet closed at $714.41 Monday, up less than 1%.

Facebook closed at $118.57, also up less than 1%.

Amazon finished the day at $683.85, a gain of 3.7%.

Alphabet and Facebook are holdings Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells GOOGL or FB? Learn more now.