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. Companies like AirBnB, Uber, Path, and Axial are pursuing this strategy disrupting Craigslist, Facebook and LinkedIn.

incumbents 44

incumbents enablement strategy disruption 44

Unvalidated Learnings

SEPTEMBER 26, 2014

“Businesses that disrupt/create huge markets with a non-replicable product offering a must-have service , which gets better the more people use it.” be it thanks to the network effects of peer-to-peer models or the natural virality of communication tools. What’s yours? ”?—?below below is my answer to his question.

investing 52

investing investment peer-to-peer disruption 52

Tomasz Tunguz

MAY 20, 2015

Today, we’re seeing a new segment of the SaaS ecosystem move to free - the SaaS Enabled Marketplace (SEM). SaaS Enabled Marketplaces, like Contently, charge for both software (content management tools) and access to a market place (of content producers). FSEMs can be incredibly disruptive businesses.

enablement 40

enablement SaaS incumbents startup 40

Y Combinator

DECEMBER 8, 2021

2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer. Outperforming incumbents with modern experience and digital infrastructure. Monzo has also been able to move faster than incumbents because of its forward-looking approach to building banking infrastructure.

peer-to-peer 101

peer-to-peer incumbents financing finance 101

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. A cloud native engine will enable creation of 3D experiences using any device from anywhere via a browser. Godot was used by the engine creators to ship games for nearly 10 years before the engine was open-sourced.

incumbents 145

incumbents creativity development enablement 145

Tomasz Tunguz

SEPTEMBER 10, 2014

I was given a copy at TechCrunch Disrupt. Second, network effects that enable the business to grow faster as it scales. Idea 2: Disruption is the wrong mind-set. Today’s mantra of disrupting industries focuses startups on existing competitive markets. First, proprietary technology. Fourth, a brand.

disruption 40

disruption startup incumbents culture 40

Y Combinator

DECEMBER 8, 2021

2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer expectations. Monzo attacked incumbent models by creating an entirely app-based experience where customers could open a checking account from their phone for free. Traditional banks have not been able to keep pace.

peer-to-peer 40

peer-to-peer incumbents financing finance 40

TechCrunch

OCTOBER 20, 2022

A new startup is setting out to help companies build and harness communities around their products, enabling them to side-step multiple disparate tools and manage everything in a single platform. funds, including J&T Ventures, Credo Ventures, Mxv Capital, and Plug & Play Tech Center. Community meets product.

communities 82

communities mix-use incumbents disruption 82

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

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

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

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. incumbent offerings which only offered end-of-month reconciliation). The incumbent system involves three key “stacks.”

incumbents 124

incumbents financing finance enablement 124

Both Sides of the Table

DECEMBER 22, 2011

Socially connected individuals and platforms that enable faster roll-outs of successful products. Ones that offer amazing value (low relative margins) at high volumes that makes it nearly impossible for high-cost incumbents to compete. How does the incumbent respond? How do existing incumbents compete with that?

incumbents 386

incumbents startup networking disruption 386