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The next wave of supply-chain innovation will be driven by startups that help incumbents win

TechCrunch

For years, the prevailing narrative for innovation in supply chain has focused on the disruptors: Upstarts that enter the industry with new technologies and business models to displace incumbents. Enablers take on the unglamorous role of helping incumbents stay relevant.

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When AI Favors the Incumbents

Tomasz Tunguz

Incumbents have lept onto advances in generative machine learning more aggressively than any trend in recent technology history. Mobile, cloud, social - startups led each of those waves. But generative ML differs because incumbents are pushing the envelope.

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How startups beat incumbents

A Smart Bear: Longform

A startup can beat a large, successful incumbent, if it does things the incumbent can not or will not do. Here are those things.

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My First 16: Competing in a Crowd of Incumbents with Mercury’s Immad Akhund

Andreessen Horowitz

In this episode, a16z partner Seema Amble talks with co-founder and CEO of Mercury Immad Akhund about the idea of a minimum delightful product in fintech, doing the spreadsheet math on unit economics early on, and how to compete in a category already filled with incumbents. So it was kind of in the back of my mind for a long time.

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Israeli fintech Personetics raises $85M for tools to help incumbents personalize banking services to compete with neobanks

TechCrunch

Today a startup that is building tools to help incumbent address this challenge is announcing a round of funding on the back of a lot of demand for its services. “T hey are seeing the impact of the alternatives,” he said, with the migration away from the incumbents happening gradually. That’s a common thing.”

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Every time OpenAI cuts a check for training data, an unlaunched competitive startup dies. Without a ‘safe harbor,’ AI will be ruled by incumbents.

Hunter Walk

What I do believe is that we need to move quickly to create a ‘ safe harbor ‘ for AI startups to experiment without fear of legal repercussions so long as they meet certain conditions. ” Simultaneously our government could make massive amounts of data available to US startups.

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Four Fundamental Innovations of Web3 that Will Upend Web2 Incumbents

Tomasz Tunguz

What’s a startup to do? Because this technique is so new, startups have the upper hand: Innovator’s Dilemma redux. Twenty years ago, startups IPOed after 4 years. The fifth cluster of innovation benefits central banks, not startups. Compete on a different axis: reward users with tokens. Regulatory arbitrage.