education incumbents strategy 
500
OCTOBER 25, 2019
Conventional wisdom dictated that incumbents should focus their innovation efforts on R&D and growing their cash cows while investing in a few startups. We believe the new corporate landscape calls for new strategies. But the rate of change has accelerated and with it, the balance of internal versus external investment.
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. I run Revolution’s VC investments.
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Both Sides of the Table
MAY 27, 2016
I love businesses that aim to massively reduce the costs of products or services in a way that makes a product or service vastly more accessibility and in which incumbents would have a hard time competing. I work with two companies that aim to change education but both are indirectly aiming to do so. Early stage.
TechCrunch
JANUARY 25, 2021
The line between social networking and gaming is increasingly blurring , and internet incumbents are taking notice. Founded in 2005, NetEase is now known for its news portal, music streaming app, education products and video games that compete with those of Tencent. We have many shared business philosophies and complementary know-how.
TechCrunch
AUGUST 11, 2021
We see an emphasis on young founders (“40 Under 40”), innovative ideas and disruptive challenges to legacy brands, incumbent companies and “old” ways of thinking. One of the best strategies for tech companies that want to serve the older adult market is to focus your value proposition on empowering older adults.
TechCrunch
FEBRUARY 21, 2022
It’s one of our main user acquisition strategies where we want to double every Africans airtime and data,” Zhang said. Many web2 incumbents or even web3 are having a $100-200 user acquisition costs so we can lower that by order of magnitude by directly incentivizing the end-user.”. The last bit is play-to-earn games.
TechCrunch
OCTOBER 13, 2022
A flurry of fintechs emerged in hope of meeting that demand while incumbent banks clamored to step up their own digital games. COVID, despite all the terrible parts, pushed the education around digital banking — at least in our part of the world,” said CEO Bensoussan. New York-based challenger bank NorthOne is one such example.
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