Both Sides of the Table

SEPTEMBER 10, 2021

The world around us is being disrupted by the acceleration of technology into more industries and more consumer applications. And the loosening of federal monetary policies, particularly in the US, has pushed more dollars into the venture ecosystems at every stage of financing. What Has Changed in Financing? Of course we can’t.

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ventures VC venture capital funders 471

TechCrunch

JANUARY 7, 2021

It will be interesting to see how newer entrants in the SaaS banking-platform space disrupt what are, effectively, becoming incumbents in their own right: Mambu is now approaching 10 years old (it was founded in 2011). That could lead to consolidation, too.

SaaS 126

SaaS incumbents opportunity disruption 126

Gust

JUNE 19, 2012

And in January I saw that digital music overtook physical media for the first time in 2011, something I expected since 1998. Investment and startups problem : we all want disruptive and game-changing businesses. This year for every plan that really looks like it might be disruptive or game changing I saw 20 or so that claimed to be.

startup 180

startup pitching disruption mix-use 180

TechCrunch

AUGUST 8, 2023

The company chose a price disruption strategy to swiftly dethrone Samsung from its leadership position in the Indian smartphone market, making it one of the trailblazers in the first wave of cheap, sub-$200 smartphones. but a majority stake in its India and SAARC business was acquired by Indian company SAR Group in 2011.

disruption 95

disruption energy founder strategy 95

Both Sides of the Table

DECEMBER 3, 2013

I’m super proud to announce that DataSift has just completed a $42 million financing round coming at the end of a year where its revenue grew several hundred percent year-over-year. I started announcing my Twitter thesis back in 2011 (still serves as a useful read today). Now can we please do at least one board meeting in LA?!?

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board disruption media SaaS 358

abovethecrowd.com

JULY 10, 2014

On June 18, Aswath Damodaran , a finance professor at NYU’s Stern School of Business, published an article on FiveThirtyEight titled “ Uber Isn’t Worth $17 Billion. This post was a shortened version of a more detailed post he had written for his own blog titled “ A Disruptive Cab Ride to Riches: The Uber Payoff.” Different Economics.

transportation 111

transportation opportunity networking venture capital 111

Both Sides of the Table

AUGUST 9, 2011

So the industry formed around a day of the week when all partners could avoid having company board meetings or traveling. I started showing my partners more deals that I found interesting and doing loads of analysis on the future of markets I thought were ripe for disruption. I have always believed that TV was ripe for disruption.

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VC disruption entrepreneurs venture capital 305