Revolution

JUNE 10, 2019

Image courtesy of Mint House Real estate lies at the core of our everyday lives?—?it 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.

hospitality 100

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

Both Sides of the Table

OCTOBER 22, 2015

We will have two well-funded companies educating the market on why this market opportunity for the $24 billion US storage market is ripe for disruption. years it was hard to get other investors to see this unsexy market as ripe for innovation. And our competitors are not really each other but the incumbent businesses that have 99.9%

real estate 372

real estate incumbents disruption education 372

TechCrunch

JANUARY 22, 2021

The key purpose of being end-to-end is to deliver an even better value proposition to consumers relative to incumbent alternatives. The end-to-end approach makes the most sense when disrupting very large markets. At their core, these companies are facilitators, matching consumer demand with existing supply of a product or service.

real estate 144

real estate incumbents health disruption 144

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

Both Sides of the Table

MAY 4, 2015

Try to imagine if you *didn’t* already know Amazon and the company walking into VC meetings telling people they were going to disrupt the selling of all goods starting with books but then extending into electronics, apparel, toys and so forth. Innovation. Thus Amazon’s market cap is $200 billion. And they have.

real estate 364

real estate startup disruption incumbents 364

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