Both Sides of the Table

FEBRUARY 7, 2011

Market Opportunity. We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. By definition the market is already large and therefore crowded or it’s nascent and the opportunity is not totally clear. But what about markets?

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

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

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

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. In this post, we will walk through what drove Monzo’s early success, how it has come to dominate the UK market, and the company’s opportunity to change the landscape of global financial services with its beloved brand.

peer-to-peer 101

peer-to-peer incumbents financing finance 101

Tomasz Tunguz

JUNE 18, 2017

Tack on a major global mobile phone carrier, and the social network might replicate M-Pesa’s or WeChat’s social success globally. Salesforce might be less of a traditional business, but the impact to the software world would be just as disruptive.

incumbents 75

incumbents disruption technology networking 75

Andreessen Horowitz

DECEMBER 13, 2023

There is a unique window of opportunity today for a new 3D Creation Engine (aka game engine) to revolutionize the way we create games, film, virtual worlds, and simulations. The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end.

incumbents 145

incumbents creativity development enablement 145

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

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

Both Sides of the Table

FEBRUARY 13, 2011

We look at huge markets where there are large incumbents that might not be incented to innovate or react to what they perceive as an insurgent. It allows him the opportunity to do what he does best, finding and motivating entrepreneurs then thinking through market strategy. It had the audience, the people, the network, everything!

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founder venture capital media strategy 277

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.

startup 141

startup mix-use SaaS advice 141

abovethecrowd.com

APRIL 17, 2013

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. This way, suppliers will feel obliged to stay on the platform, and consumers will not see prices that are overly burdened by the network provider.

strategy 101

strategy networking disruption sustainability 101

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

TechCrunch

SEPTEMBER 14, 2022

For example, he says there aren’t standard contracts, and there isn’t a financial services network that holds deposits and settles payments. “C-suite decision-makers recognize the need for a trusted system of record, and this has been magnified by the ongoing supply chain disruption.

incumbents 82

incumbents disruption capital support 82

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

abovethecrowd.com

JULY 17, 2013

Then came client-server, which also launched new winners at the expense of older incumbents. Most interestingly, new company wealth (pure play Internet companies) far exceeds “transitioned wealth” (incumbent companies transitioning their model successfully to the new platform). TripAdvisor and Yelp rule the day, not Frommers and Zagat.

incumbents 96

incumbents real estate disruption development 96

Both Sides of the Table

DECEMBER 22, 2011

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? Does your product dramatically reduce costs in an industry with large incumbents and fat margins? How do existing incumbents compete with that?

incumbents 386

incumbents startup networking disruption 386

Y Combinator

MAY 8, 2019

Brian Halligan [17:10] – Yep, if I thought there was, the arbitrage opportunity when we started HubSpot in 2006 was generating leads online. I don’t think that’s the arbitrage, there’s still an arbitrage opportunity there now, but there’s a new one. ” Great, let’s have a conversation then.

consulting 51

consulting advice founder peer-to-peer 51

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. It only seemed logical to us that the same opportunity should exist in healthcare.

health 43

health VC hospitality disruption 43