Tomasz Tunguz

SEPTEMBER 6, 2023

Historically, software-as-a-service (SaaS) has been built on databases with structured data, as you might find in an Excel spreadsheet. But the ability of large language models to extract insights from unstructured information changes this architecture : data repositories like data lakes are becoming essential parts of modern SaaS stacks.

incumbents 116

incumbents SaaS disruption support 116

Tomasz Tunguz

DECEMBER 20, 2016

2016 was a year of change for SaaS, and most of the story was the public market. More than $70B of public SaaS market cap was taken private by both other publics and also by private equity firms. SaaS company formation seems to be slowing, but the companies that do raise, command larger Series As than ever.

SaaS 40

SaaS incumbents strategy disruption 40

TechCrunch

APRIL 20, 2022

When it comes to presentation creation, PowerPoint and Keynote remain the de facto tools by incumbent advantage. But this hasn’t stopped startups from trying to disrupt the status quo. Besides Prezi, there’s Pitch , a deck creation suite from the founders of Wunderlist.

consulting 84

consulting incumbents disruption collaboration 84

Entrepreneur's Handbook

JUNE 21, 2021

Here are 6 tactical guidelines drawn from my work with 15+ global tech upstarts in D2C, B2B marketplaces, SaaS for SMBs, logistics, cybersecurity, and digital health over the last decade: 1. Winning big often means starting small.

startup 89

startup strategy SaaS incumbents 89

TechCrunch

NOVEMBER 22, 2021

Bhettay is also seeing the larger incumbents focus here, as well as marketing dollars, which he considers validation that the market is shifting to the digitalization of pet care. He called Bhettay “an energetic and smart entrepreneur” who is building a strong team to go after a space that is ripe for disruption.

capital 98

capital incumbents education health 98

TechCrunch

JANUARY 29, 2021

Since the pandemic disrupted the social rhythms of work and school, many of us have compensated by changing our relationship to digital media. Rapid shifts in the way we buy goods and services disrupted old-school marketplaces like local newspapers and the Yellow Pages. End-to-end operators are the next generation of consumer business.

VC 107

VC founder media education 107

TechCrunch

SEPTEMBER 15, 2021

Startups like Ascend aiming to disrupt the insurance industry are also attracting venture capital, with recent examples including Vouch and Marshmallow , which raised close to $100 million, while Insurify raised $100 million. Ascend app. Bill Trenchard, partner at First Round Capital, met Wynn while he was still with Sheltr.

financing 83

financing finance incumbents disruption 83

Tomasz Tunguz

AUGUST 25, 2018

We have reached a point in SaaS where a small fraction of an incumbent is a billion-dollar company. the industry has been looking for ways to compete with some of these incumbents for a long time. All these technologies have held some promise for disruption. That playbook can be hugely disruptive. 5% of $20.5B

incumbents 110

incumbents disruption SaaS technology 110

TechCrunch

AUGUST 7, 2022

has a legacy, centralized financial infrastructure that needs to be disrupted and re-imagined by fintechs with blockchain technology. ” Also in the report: “Exits have also stalled as IPO activity grinds to a halt, and analysts expect fintech startups will attract the attention of incumbents looking for M&A opportunities.”

real estate 106

real estate VC mix-use opportunity 106

Y Combinator

APRIL 26, 2021

Even with $125K from YC and $1–2M in venture funding, a startup’s credit limit is still likely to tap out at $20K from an incumbent creditor—which is not nearly enough to cover software, marketing, and other expenses. ecommerce, SaaS, marketplaces) and verticals. incumbent offerings which only offered end-of-month reconciliation).

incumbents 124

incumbents financing finance enablement 124

Tomasz Tunguz

MAY 20, 2015

Then in the mid-00s with the advent of SaaS, the market shifted to per seat per year pricing. Today, we’re seeing a new segment of the SaaS ecosystem move to free - the SaaS Enabled Marketplace (SEM). Incumbents often can’t compete with free without cannibalizing their current business.

enablement 40

enablement SaaS incumbents startup 40

Both Sides of the Table

MAY 4, 2015

Try to imagine if you *didn’t* already know Amazon and the company walking into VC meetings telling people they were going to disrupt the selling of all goods starting with books but then extending into electronics, apparel, toys and so forth. The value prop is pretty clear. And here’s the thing.

real estate 364

real estate startup disruption incumbents 364

Andreessen Horowitz

DECEMBER 13, 2023

The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end. Cloud native engines maximize customization Today’s engines are monolithic desktop applications originally designed before modern cloud architecture and the SaaS age.

incumbents 145

incumbents creativity development enablement 145

TechCrunch

APRIL 14, 2022

But Amy Spurling, the CEO of Compt, makes the case that incumbent solutions are overly reliant on vendor marketplaces or benefits cards, which limit the ways in which employees can use their perks. It’s true that corporate perks are ripe for disruption (pardon the well-worn term).

incumbents 87

incumbents transportation support financing 87

TechCrunch

APRIL 18, 2022

Besides incumbent staffing agencies, Deng acknowledges that there are several startups with business models similar to Clipboard’s, like NurseDash, CareRev and Nomad Health, which focuses on travel nurses. And you have patients who are slipping through the cracks, because they can’t get the care they need.”

health 97

health hospitality incumbents opportunity 97

TechCrunch

JANUARY 16, 2021

At Qumra, we get excited about companies that disrupt traditional industries while doing good and improving quality of life. Our portfolio includes some great examples such as Fiverr that has disrupted the labor market by unlocking the global talent pool, or Talkspace, which is providing access to therapy to all. are at risk.

startup 141

startup mix-use SaaS advice 141

Tomasz Tunguz

JULY 10, 2016

The next big shift in SaaS is an evolution from software as a service as a displacer to a disruptor. Displacement technologies compete with incumbents on the same buying parameters. Disruptive companies change the way a buyer thinks about solving their need. Most SaaS products today are displacers.

SaaS 40

SaaS peer-to-peer incumbents disruption 40

Tomasz Tunguz

MAY 8, 2017

A founder emailed me last week to raise the question of whether performance pricing for SaaS companies is an effective technique. ” For a traditional SaaS product that charges by the seat, the product’s value resides in the product use. Conceptually, performance pricing is very rational. How much did the numbers improve?

SaaS 40

SaaS incumbents strategy disruption 40

Tomasz Tunguz

MARCH 5, 2013

Freemium businesses disrupt incumbents by dramatically reducing the costs of customer acquisition. Imagine a successful bottoms-up freemium SaaS business. Both of these challenges arise when the pricing model is applied to end users, instead of the right target, the manager. They speak with the marketing team about the launch.

incumbents 40

incumbents SaaS disruption communities 40

Tomasz Tunguz

APRIL 18, 2015

In the Innovator’s Dilemma for SaaS Startups , I outlined the path of many software companies, which disrupt incumbents by first serving the small-to-medium business and then move up-market by transitioning to serve larger enterprises with outbound sales teams. This is the “traditional” way of disrupting.

SaaS 57

SaaS innovation startup incumbents 57