Y Combinator

JANUARY 21, 2021

In the last few years, incumbents have started to adopt technology to fix inefficiencies, but they’ve focused on tools to streamline individual tasks (e.g., Fragmented supply and demand is a problem for incumbents, but a great opportunity for a digital marketplace. On the supply side of the US freight market, there are 1.6

incumbents 70

incumbents transportation networking mix-use 70

TechCrunch

AUGUST 7, 2022

Last week, Paystand — a blockchain-enabled B2B payments startup — announced it had acquired Mexican fintech Yaydoo — creating a new unicorn in the resulting new entity. Bob Ruark, principal and banking and fintech strategy leader for KPMG US, noted that pricing is difficult now given the rapid decline in valuations. and Mexico.

real estate 106

real estate VC mix-use opportunity 106

TechCrunch

OCTOBER 20, 2022

A new startup is setting out to help companies build and harness communities around their products, enabling them to side-step multiple disparate tools and manage everything in a single platform. This can also be used to identify existing members of the community (e.g. Community meets product.

communities 82

communities mix-use incumbents disruption 82

TechCrunch

JANUARY 16, 2021

SaaS models and cloud technologies have eliminated some of the barriers for Israeli companies and enable companies to quickly set up and set up a proof of concept. Riskified makes e-ommerce easier and safer and enables a thriving e-commerce environment. How has COVID-19 impacted your investment strategy? Zoomin Software.

startup 141

startup mix-use SaaS advice 141

Unvalidated Learnings

JUNE 8, 2017

Not only did the incumbents fail to grasp the potential value, but it would have made no sense for them to go after such a small unprofitable niche, which would have been irrelevant to their top line, and eating away at their bottom line (CDs were 90%+ gross margin products back then). most of the value created would accrue to new entrants.

incumbents 40

incumbents disruption frameworks innovation 40

TechCrunch

FEBRUARY 21, 2022

The mix of positives such as a fast-growing population–the youngest globally–, solid smartphone penetration, increasing crypto adoption, and negatives like low GDP per capita across board and unemployment makes Africa the next ripe ground for web3. For instance, users can save their data spend when they use Jambo.

education 96

education incumbents mix-use media 96