Both Sides of the Table

FEBRUARY 24, 2016

Fragmented markets can be a great target for disruption. They are the classic case of the Innovator’s Dilemma because they fundamentally can’t innovate on their product and can’t lower costs or their business craters. They have high-priced property and zero innovation. Public Storage does about $2.4

strategy 282

strategy peer-to-peer incumbents real estate 282

Revolution

JUNE 10, 2019

Yet, technology adoption within the real estate community as a means to fundamentally disrupt how physical assets behave and how transactions occur was lagging up until the last couple of years. Real estate remains a large, established multi-billion dollar category where lots of things continue to be done in lots of old fashioned ways.

hospitality 100

hospitality real estate peer-to-peer mix-use 100

TechCrunch

AUGUST 11, 2021

We see an emphasis on young founders (“40 Under 40”), innovative ideas and disruptive challenges to legacy brands, incumbent companies and “old” ways of thinking. There is a massive opportunity to provide products and services that will make life better for today’s seniors and future generations of older adults to come.

incumbents 101

incumbents peer-to-peer strategy disruption 101

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. Many startup businesses – tech or otherwise – fail. Yet I can’t help thinking there are many predictable failures that come from a lack of basic planning. Market Size.

incumbents 277

incumbents startup peer-to-peer incubation 277

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.” Jean de la Rochebrochard ( @jlr ), a partner at TheFamily , recently published a very good piece on Medium titled “ Here’s my investment thesis. What’s yours? ”?—?below We are hunting “unicorns”.

investing 52

investing investment peer-to-peer disruption 52