Both Sides of the Table

FEBRUARY 7, 2011

We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. They incumbents might provide terrible products or services that you think you can better. I can’t tell you how incumbents will act and who else will choose to compete fiercely with us.

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

TechCrunch

AUGUST 7, 2022

Execs from the two startups say the combined company will have processed over $5 billion in payments and built a network of over 500,000 connected businesses by creating B2B DeFi payment networks in both the U.S. and Mexico. Today the U.S. Specifically, it said, in Q2 2022, “ VC investment in fintech companies fell 17.8%

real estate 106

real estate VC mix-use opportunity 106

Tomasz Tunguz

MAY 23, 2013

It’s the company that pursues an incumbent with faster, better or cheaper solution and in particular a solution that cannibalizes the incumbent’s business model typically because of a lower cost structure. While Google did develop a better ranking algo, Google also had a fundamental cost advantage. When Last Mover is Challenged.

incumbents 44

incumbents enablement strategy disruption 44

Andreessen Horowitz

DECEMBER 13, 2023

The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end. Before the 2010s, most studios developed their own internal engines to build their games. Brief History Of Game Engines Humans have always desired to construct and explore worlds of our own imagination.

incumbents 145

incumbents creativity development enablement 145

Tomasz Tunguz

JUNE 18, 2017

Tack on a major global mobile phone carrier, and the social network might replicate M-Pesa’s or WeChat’s social success globally. Would Google acquire Salesforce, and in one fell swoop, add another $8B in annual revenue, add an enormous enterprise salesforce, and develop a global leading software business?

incumbents 75

incumbents disruption technology networking 75

Tomasz Tunguz

JUNE 9, 2016

Which are the ripest areas for startups to disrupt using machine learning? Facebook’s network effects of it social network, in combination with its strategic acquisitions of other fast-growing social networks like Instagram and WhatsApp, reinforce its natural monopoly.

disruption 40

disruption incumbents networking innovation 40

Tomasz Tunguz

SEPTEMBER 10, 2014

I was given a copy at TechCrunch Disrupt. So, to maximize profits and minimize costs, a startup should prohibit competitors from developing. Second, network effects that enable the business to grow faster as it scales. Idea 2: Disruption is the wrong mind-set. Over the past day or so, I’ve read it in its entirety.

disruption 40

disruption startup incumbents culture 40

Tomasz Tunguz

MAY 20, 2015

Chris Dixon has a catch phrase for this type of business: come for the tool, stay for the network. Incumbents often can’t compete with free without cannibalizing their current business. Third, the software usage can be used to bootstrap a market place and develop liquidity. FSEMs can be incredibly disruptive businesses.

enablement 40

enablement SaaS incumbents startup 40

Unvalidated Learnings

JUNE 8, 2017

As such, the history of the MP3 gives an excellent framework to anticipate how disruptive 10x innovations impact a market, and who the winners and losers of such breakthroughs will be. incumbents simply did not have the right teams to adapt to the changing environment. The MP3 is a perfect case study of Innovator’s Dilemma.

incumbents 40

incumbents disruption frameworks innovation 40

TechCrunch

OCTOBER 20, 2022

The Prague-based company represents one of the Battlefield 200 startup exhibitors at TC Disrupt this week, and TechCrunch caught up with the cofounders to get the lowdown on what Talkbase is all about, and the problem that it’s looking to solve. Community meets product.

communities 82

communities mix-use incumbents disruption 82

Both Sides of the Table

NOVEMBER 8, 2010

The formation of Hulu was defensive – designed to stop another YouTube or Napster from emerging and causing disruption to the TV industry. I have made many of my arguments in a blog post I wrote on The Innovator’s Dilemma , a concept that is critical for both innovators & incumbents to understand.

incumbents 292

incumbents innovation media disruption 292

abovethecrowd.com

APRIL 17, 2013

A sustainable platform or marketplace is one where the value of being in the network clearly outshines the transactional costs charged for being in the network. This way, suppliers will feel obliged to stay on the platform, and consumers will not see prices that are overly burdened by the network provider.

strategy 101

strategy networking disruption sustainability 101

TechCrunch

AUGUST 23, 2022

Disrupt is turning 12 years old. We’ll have the new Discovery Stage featuring in-depth demos and speaker Q&As, roundtables, networking, breakout sessions and more. And in the name of coming back bigger and better than ever, the Disrupt Startup Battlefield has grown by 10x. Disrupt Stage Agenda.

disruption 81

disruption pitching VC ventures 81

TechCrunch

JANUARY 16, 2021

At Qumra, we get excited about companies that disrupt traditional industries while doing good and improving quality of life. Our portfolio includes some great examples such as Fiverr that has disrupted the labor market by unlocking the global talent pool, or Talkspace, which is providing access to therapy to all. are at risk.

startup 141

startup mix-use SaaS advice 141

Y Combinator

APRIL 26, 2021

Even with $125K from YC and $1–2M in venture funding, a startup’s credit limit is still likely to tap out at $20K from an incumbent creditor—which is not nearly enough to cover software, marketing, and other expenses. Stripe’s launch in 2009 made it possible for startups to easily collect payments online via developer-friendly APIs.

incumbents 124

incumbents financing finance enablement 124

abovethecrowd.com

JULY 17, 2013

Then came client-server, which also launched new winners at the expense of older incumbents. Most interestingly, new company wealth (pure play Internet companies) far exceeds “transitioned wealth” (incumbent companies transitioning their model successfully to the new platform). Development complexity is a reality as we transition.

incumbents 96

incumbents real estate disruption development 96

Y Combinator

MAY 8, 2019

Brian Halligan [08:26] – that didn’t have a bunch of developers running around. Kevin Hale [12:29] – Was there any feature that you guys developed in the early days that ended up being this killer feature that all of a sudden changed the direction? There’s big a been disruption in the content creation industry.

consulting 51

consulting advice founder peer-to-peer 51

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. He runs the Game Show Network. healthcare system is confusing and complex.

health 43

health VC hospitality disruption 43