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.
Both Sides of the Table
NOVEMBER 4, 2010
The framework of his book has profoundly altered how I think about the technology market and affects how I thought about building my businesses and how I think about investing in venture capital. It should affect how you think if you are an incumbent but also if you’re a startup. Incumbents feel threatened.
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TechCrunch
JUNE 24, 2022
billion transaction — led by Permira and Hellman & Friedman — gave investors a way to get some return on their investment, albeit below the $17 billion offer they got in February. Some affected founders are pushing the narrative that incumbent banks lobbied the RBI to reach a decision favorable to them. Ron notes that the $10.2
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. As demand falls, so will prices/valuations.
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.
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. This trend of foreign startups seeking earlier and earlier U.S.
TechCrunch
APRIL 3, 2022
In a statement, Luke Sarsfield, co-head of Goldman Sachs Asset Management, said: “Employers are looking to provide their employees tailored solutions and customizable advice that can better support individual saving and investing needs to help improve retirement savings outcomes. In Q2 of 2000, that number dipped slightly to 46.
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