Tomasz Tunguz

JANUARY 14, 2016

Starting in 2014, and perhaps even a bit before, startups have been able to raise capital at better terms than at any time since 2000. Inexpensive equity dollars enable capital-intensive companies to amass the warchest necessary to dethrone incumbents. More money raised for less dilution.

real estate 40

real estate startup incumbents sustainability 40

OurCrowd

AUGUST 14, 2019

The decline doesn’t seem to be letting up in 2019, with retailers shutting down 23% more stores than they did at the start of last year (2000+ store closings), according to Coresight Research. CB4 , for example, has developed machine learning software that enables retail chains to solve operational issues that hamper sales.

sustainability 51

sustainability incumbents technology strategy 51

TechCrunch

APRIL 3, 2022

It’s another example of an incumbent recognizing that it makes more sense to buy a company that has developed technology that it wants rather than building it out itself – a process that would take far longer and require more resources than a simple acquisition would. “We In Q2 of 2000, that number dipped slightly to 46.

startup 110

startup financing finance incumbents 110

Unvalidated Learnings

JUNE 8, 2017

Not only did the incumbents fail to grasp the potential value, but it would have made no sense for them to go after such a small unprofitable niche, which would have been irrelevant to their top line, and eating away at their bottom line (CDs were 90%+ gross margin products back then). most of the value created would accrue to new entrants.

incumbents 40

incumbents disruption frameworks innovation 40