Tomasz Tunguz

DECEMBER 20, 2016

2016 was a year of change for SaaS, and most of the story was the public market. The Hottest Startup Sectors In 2016 - published on January 3rd, this post reviewed the patterns of investment in startups, and in particular, the sectors where investors were increasing their investment the fastest. The end of the year is fast approaching.

SaaS 40

SaaS incumbents strategy disruption 40

Both Sides of the Table

MARCH 25, 2016

Trying outrageous new things or even trying mundane things but in new ways but with extreme quality & innovation is what fuels the tech startup industry. dominated by a few very large incumbents who control much of the distribution or are you going into a market that is “fragmented” where nobody controls the industry.

incumbents 277

incumbents startup peer-to-peer incubation 277

Both Sides of the Table

FEBRUARY 24, 2016

million in funding on TechCrunch led by Harmony Partners and Upfront Ventures to double its footprint of 3 cities (New York, Chicago & Washington DC) to 6 in 2016. Fragmented markets can be a great target for disruption. They have high-priced property and zero innovation. Public Storage does about $2.4 The Early Years.

strategy 282

strategy peer-to-peer incumbents real estate 282

TechCrunch

SEPTEMBER 7, 2021

” Going up against incumbents. Third-party providers, mostly fintechs, have tried to capture some market share from these incumbents. Wave, however , wants to disrupt it. Whereas the incumbents mostly focus on USSD (although there are provisions to use applications), Wave is solely app-based.

investing 124

investing investment incumbents networking 124

TechCrunch

JANUARY 19, 2022

There are many ways of spinning up a startup, but it takes a particularly brave set of founders to take on a deeply entrenched industry with a small number of incumbents who have the market all sown up. Yes, innovations are happening, but core speaker technology rarely moves in a way that could be described as truly innovative.

startup 89

startup disruption innovation energy 89

abovethecrowd.com

NOVEMBER 14, 2017

Our firm has had the good fortune to invest in many two-sided networks that used information aggregation, supplier aggregation, and user generated content to attract and inform consumers and resultantly disrupt and change different industries. We should be looking at China for the real innovations now. I like healthcare a lot.

health 43

health VC hospitality disruption 43