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 Four things: 1.

investing 52

investing investment peer-to-peer disruption 52

TechCrunch

OCTOBER 1, 2021

At TechCrunch Disrupt, Houseparty founder Ben Rubin emphasized decentralization as Web3’s central feature. individuals give money and personal data to network operators in exchange for access to information. “In We have many more Disrupt recaps to come in the next few days, so stay tuned. In today’s Web 2.0,

financing 74

financing finance venture capital disruption 74

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. Retail investment behemoth Robinhood laid off 23% of its staff — just 3 months after letting go of 9% of its workforce.

real estate 106

real estate VC mix-use opportunity 106

Both Sides of the Table

FEBRUARY 7, 2011

A few months ago I wrote a post called “ Invest in Lines, Not Dots.&# It was my investment philosophy that observing teams’ performance over time was far more insightful than reacting to how good of a product demo they do, how good they present Powerpoint slides or how great tech blogs say they are.

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

Andreessen Horowitz

MARCH 28, 2024

For new entrants looking to take advantage of the advent of LLMs and disrupt the status quo by going upstream of these incumbents, we’ve done a deep dive into Bloomberg, Morningstar, and Verisk’s stories. Are there groups your product serves that might benefit from a closed network communication center?

incumbents 125

incumbents disruption networking collaboration 125

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

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. It becomes an incredibly deep tech investment not just to get to an MVP but to then break through the developer cold start problem. In tech, there is always a constant pendulum swing between unbundling and rebundling.

incumbents 145

incumbents creativity development enablement 145

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

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

Both Sides of the Table

FEBRUARY 13, 2011

Revolution is a “stage agnostic&# fund (means they invest early or late) funded entirely by Steve Case , the founder of AOL and co-founded by two other individuals, Tige Savage (yes, pronounced like the golfer, minus the “r&# ) and Donn Davis. We are a venture capital growth equity fund in Washington DC with about $500m invested.

founder 277

founder venture capital media strategy 277

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

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

When evaluating new marketplace investments, we are naturally biased towards entrepreneurs who understand the strategic rationale behind the argument for a lower rake. 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.

strategy 101

strategy networking disruption sustainability 101

TechCrunch

JANUARY 16, 2021

Here are the investors in their own words, for any TechCrunch reader who is interested in hiring, investing or founding a company in the country. What trends are you most excited about investing in, generally? At Qumra, we get excited about companies that disrupt traditional industries while doing good and improving quality of life.

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

Both Sides of the Table

DECEMBER 22, 2011

I’m often asked by people what investment areas interest me. I try to invest in things that I know and that I believe I might have better knowledge and relationships than the masses of VCs. But one theme in pervasive in all my thinking about investing in Internet-based companies: Deflationary economics. Here’s what I mean.

incumbents 386

incumbents startup networking disruption 386

Y Combinator

MAY 8, 2019

What’s fascinating to me about my mornings is those six startups, and they are startups, are all very much part of my life and have completely disrupted the incumbents in those space. I feel like all those industries are being disrupted dramatically by people who are just better at customer experience, a step function better.

consulting 51

consulting advice founder peer-to-peer 51

abovethecrowd.com

NOVEMBER 14, 2017

In November of 2015, I posted a tweet that declared Benchmark was interested in discovering Internet healthcare investments. Over the next two years, I looked at many healthcare IT investment opportunities – I went “all in.” We also discovered what we believe is a large and investible trend/theme.

health 43

health VC hospitality disruption 43