Both Sides of the Table
NOVEMBER 4, 2010
The thesis of the book is that incumbents in markets – especially large and well entrenched markets – seldom survive fundamental technology changes in their industries. It should affect how you think if you are an incumbent but also if you’re a startup. Let’s start with the incumbents position in a market.
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.
Andreessen Horowitz
FEBRUARY 29, 2024
A Great company has a strong, defensible business model that can win market share from incumbents. Below, we analyzed data from 77 US-based or -centric companies founded after 2000 that have a $5B+ market cap and highlighted what it takes to be Great by the numbers—and why growth is especially important on that journey.
WSJ - The Accelerators
JULY 2, 2015
Between 2000 and 2002, Industry Canada reported that roughly a quarter of the venture funding for Canadian startups came from the United States, while the converse was not true – Canadian venture capitalists maybe accounted for 1% of venture investments into U.S. Because the U.S.
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.
TechCrunch
MAY 19, 2022
The largest incumbent in this space is Elastic, the makers of ElasticSearch, a public company founded in 2012. The launch generated some discussion on Hacker News and Reddit , and quickly built up 2000 stars on GitHub – today the tool is approaching 8,000 stars, a sign that people are liking it.
Tomasz Tunguz
JUNE 7, 2015
The most recent landscape for marketing products totaled more than 2000 alternatives. So, it is incumbent for each startup to determine which of the disciplines is most important, given the goals and the stage of the business. I expect to see many more startups chasing CMO dollars.
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