Remove incumbents Remove real estate Remove transportation
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End-to-end operators are the next generation of consumer business

TechCrunch

The key purpose of being end-to-end is to deliver an even better value proposition to consumers relative to incumbent alternatives. In the graphic above, notice that most of these companies play in the largest, but notoriously archaic industries like banking, insurance, real estate, healthcare, etc.

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Investing Outside The Bay Area

Haystack

More recently, this trend has shifted a bit within the Bay Area, which today’s giants like Uber, Airbnb, and Stripe being built in San Francisco proper while incumbents down south have begun scooping up premium commercial real estate in the city. Over the past two years, however, I’ve felt that something is out of balance.

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The Metric that Matters for Startups in 2016

Tomasz Tunguz

Inexpensive equity dollars enable capital-intensive companies to amass the warchest necessary to dethrone incumbents. Just eight years from founding to dominance with an entirely new model: the largest taxi company in the world owns no taxis and the largest hotelier in the world owns no real estate. Crunchbase tallies $10.1B

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Request for Startups: Climate Tech

Y Combinator

YC Companies: Enode , Evoly , inBalance , Pelm Electric vehicle value chain Electric cars are winning personal transportation technology. These are big markets: just aviation and shipping, both of which are growing fast, represent 20% of all transportation emissions in the world.

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The Ezra Klein Show: VC Bill Gurley on Transforming Health Care

abovethecrowd.com

So if Internet and mobile technologies can be used to change real estate or transportation, why not healthcare? Bill Gurley : Well, industries get more regulated and incumbents write the regulation. Additionally, all of us that have been consumers of the U.S. Simply put, there is amble room for improvement.

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