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The next wave of supply-chain innovation will be driven by startups that help incumbents win

TechCrunch

For years, the prevailing narrative for innovation in supply chain has focused on the disruptors: Upstarts that enter the industry with new technologies and business models to displace incumbents. But in verticals ranging from freight brokerage to B2B marketplaces, these enablers have repeatedly emerged after an initial disruption.

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End-to-end operators are the next generation of consumer business

TechCrunch

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.

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After selling Bread last year for over $500M, this founder just raised millions for his new fintech startup

TechCrunch

So he teamed up with former Lyft exec Andrew Woolf to found Coast , a company that is aiming to meet those needs with the mission of becoming “the financial platform for the future of transportation.”. But Simon argues that the companies that sell such cards were founded decades ago with very little innovation since.

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Why Hulu is the OPEC of Online Video

Both Sides of the Table

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.

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10 investors predict MaaS, on-demand delivery and EVs will dominate mobility’s post-pandemic future

TechCrunch

The COVID-19 pandemic didn’t just upend the transportation industry. Here’s who we interviewed: Clara Brenner , co-founder and managing partner, Urban Innovation Fund. Natalia Quintero and Rachel Haot , Transit Innovation Partnership/Transit Tech Lab. But there’s a lot more; they even see tailwinds for eVTOLs.

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The Ezra Klein Show: VC Bill Gurley on Transforming Health Care

abovethecrowd.com

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.

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