incumbents innovation VC 
Founders Coop
SEPTEMBER 30, 2024
But VC bubbles deflate slowly. The money fountain is sputtering just as the first real innovation in a decade roars into view. LLMs are compute and energy hogs, and renting state of the art bundles of compute and energy by the millisecond is what tech incumbents do best. The tide will keep going out. So what’s a founder to do?
Both Sides of the Table
MAY 4, 2015
Try to imagine if you *didn’t* already know Amazon and the company walking into VC meetings telling people they were going to disrupt the selling of all goods starting with books but then extending into electronics, apparel, toys and so forth. Innovation. How valuable are these legacy businesses? And they have.
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Both Sides of the Table
FEBRUARY 13, 2011
I run Revolution’s VC investments. 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. Both AOL and Time Warner had existing VC operations. Big companies just don’t seem to innovate the same way.
Both Sides of the Table
FEBRUARY 24, 2016
They are the classic case of the Innovator’s Dilemma because they fundamentally can’t innovate on their product and can’t lower costs or their business craters. They have high-priced property and zero innovation. It’s no wonder incumbents don’t want us to exist. The Early Years.
Both Sides of the Table
MAY 17, 2017
I’ve been involved with several startups where a giant incumbent attacks you and tries to sue you out of existence. This Goliath imposed fight by ADT is particularly annoying for me because Ring is literally my family’s single favorite tech innovation of the past several years. The first instinct is fear, then dread, then panic.
Both Sides of the Table
SEPTEMBER 15, 2014
Since the majority of VC returns come from a small number of deals, “obvious” investments seldom return such incredible multiples. They point out perceived market risks, they might question the management team’s experience, they might worry about regulatory risk or incumbent competitive powers.
TechCrunch
JULY 12, 2022
With a large population, Pakistan is geographically smaller, well-connected with fewer provinces, has lower regulatory barriers and doesn’t have strong incumbents,” Khurshid, who is originally from Pakistan, said via email. Paul Sawers covered Cathay Innovation ’s third fund, with $1.05 billion in capital commitments.
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