OurCrowd

AUGUST 14, 2019

While incumbent competitor Mattress Firm began a process of consolidation and subsequently filed for bankruptcy in 2018, Casper announced it would be opening 200 retail locations across the US. Buyers now expect stores to offer an opportunity to connect with a brand in a way that is relational rather than purely transactional. “A

sustainability 51

sustainability incumbents technology strategy 51

TechCrunch

FEBRUARY 10, 2021

A new startup called Beacons is now entering this market with the goal of making “link in bio” websites even more powerful. Other monetization blocks allow creators to accept donations or sell digital downloads — like e-books or paid video content, for instance. This particular feature comes at an opportune time.

incumbents 99

incumbents media strategy communities 99

Y Combinator

DECEMBER 8, 2021

Scaling a startup is hard. Scaling a startup bank is even harder. In April 2020, British banking startup Monzo’s revenue fell by almost 50%. 2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer. expectations. to expect.

peer-to-peer 101

peer-to-peer incumbents financing finance 101

Y Combinator

DECEMBER 8, 2021

Scaling a startup is hard. Scaling a startup bank is even harder. In April 2020, British banking startup Monzo’s revenue fell by almost 50%. 2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer expectations.

peer-to-peer 40

peer-to-peer incumbents financing finance 40

TechCrunch

APRIL 14, 2022

Welcome Tech , a startup aiming to build “an operating system” for immigrant families in the U.S., s SB Opportunity Fund. Joining TTV in doubling down on their investment in the company were Owl Ventures, SoftBank’s Opportunity Fund, Mubadala Capital and Next Play Capital.

education 78

education communities incumbents health 78

Y Combinator

APRIL 26, 2021

When Henrique Dubugras and Pedro Franceschi joined the YC W17 batch with an idea for a VR startup, they quickly encountered a problem. Cards are particularly a must have for young companies because large vendors don’t often accept ACH and other forms of alternative payment from early startups.

incumbents 124

incumbents financing finance enablement 124

TechCrunch

AUGUST 5, 2021

The Statsig team saw an opportunity to rebuild these features from scratch outside of Facebook so that other companies that have products to build — but no time to build their own quick testing capabilities — can be just as successful. In fact, the adoption the company is getting is “bottom up,” which is what Statsig wants, he said.

development 99

development incumbents venture capital board 99

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. If you’re a startup and you haven’t read my summary of Clay Christensen’s seminal work please do. How does the incumbent respond? That’s what I mean by deflationary economics.

incumbents 386

incumbents startup networking disruption 386

abovethecrowd.com

NOVEMBER 14, 2017

It only seemed logical to us that the same opportunity should exist in healthcare. Over the next two years, I looked at many healthcare IT investment opportunities – I went “all in.” Eventually, however, we gained our footing and developed a mental model for the industry and a framework for where opportunities do exist.

health 43

health VC hospitality disruption 43