Both Sides of the Table

FEBRUARY 7, 2011

.&# It was my investment philosophy that observing teams’ performance over time was far more insightful than reacting to how good of a product demo they do, how good they present Powerpoint slides or how great tech blogs say they are. They incumbents might provide terrible products or services that you think you can better.

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

Haystack

JUNE 5, 2018

As expected, many developers didn’t love the news that some of their work would be concentrated in the hands of a tech incumbent. However, Fred Wilson blogs and Jackson Palmer smartly tweets that Git is already a decentralized system with GitHub built on top of it.

leadership 71

leadership incumbents culture networking 71

Y Combinator

JANUARY 21, 2021

In the last few years, incumbents have started to adopt technology to fix inefficiencies, but they’ve focused on tools to streamline individual tasks (e.g., Fragmented supply and demand is a problem for incumbents, but a great opportunity for a digital marketplace. convoy.com/blog/empty-miles-in-trucking.

incumbents 72

incumbents transportation networking mix-use 72

This is going to be BIG.

MARCH 14, 2013

Instead of running a series of interviews of everyone in the NYC tech community, I'm going to use proxies--media lists, suggestions from others. In the past, my first instinct would have very well been to pour all of my frustration into a biting blog post that attacks the very nature of list creation, and the b t nature of velvet ropes.

peer-to-peer 296

peer-to-peer incumbents opportunity media 296

OurCrowd

AUGUST 14, 2019

While incumbent competitor Mattress Firm began a process of consolidation and subsequently filed for bankruptcy in 2018, Casper announced it would be opening 200 retail locations across the US. A big part of this is building a community of people that value sleep and want to share that with us,” says Casper SVP of Experience Eleanor Morgan.

sustainability 51

sustainability incumbents technology strategy 51

abovethecrowd.com

DECEMBER 18, 2017

Some members of the “urgent care” community are intelligently rebranding their services as “convenient care.” In the second part of that same journey, I stumbled upon what I believe to be a large and investible trend — and that is the key subject of this blog post.

health 59

health hospitality networking mix-use 59

OnStartups

JULY 7, 2021

And I published this on my own startups blog. Because people don't love the incumbent right now. So it's a recursive function to say, oh, well, if the New York Times links to you, that's much more valuable than if Dharmesh's blog links to you because New York Times has more page rank. that people love. Dharmesh: Yeah, go ahead.

frameworks 135

frameworks culture advice networking 135