2013 disruption investment 
Revolution
NOVEMBER 18, 2021
In 2013, Sweetgreen had 22 locations in D.C., When Revolution Growth first invested in Sweetgreen in 2013, the whisperings of food and wellness were present but sparse, and the bulk of lunchtime options focused more on convenience than ingredients. an industry I deemed “ ripe for disruption ”?—?in
Both Sides of the Table
SEPTEMBER 10, 2021
The world around us is being disrupted by the acceleration of technology into more industries and more consumer applications. On the one hand, you’re over paying for every investment and valuations aren’t rational. That used to be called A-round investing. Society is reorienting to a new post-pandemic norm?—?even of the fund.
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Both Sides of the Table
MAY 7, 2013
This followed an investment late last year by Time Warner in the company in a round totaling $36 million , led by Rachel Lam , head of their investment group. My estimate is that the top 5 YouTube networks will do > $200 million net revenue in 2013 (after Google’s share). This has been a very welcome addition.
Both Sides of the Table
MAY 14, 2015
In November of 2013 Aileen Lee of Cowboy Ventures coined the term “ Unicorn Club ” as it relates to billion-dollar startup companies. Why is it ready for disruption? That could lead you to conclude that there’s more evidence that VC is being disrupted by outsiders. Why is your market broken?
Revolution
OCTOBER 4, 2022
At the turn of the 20th century, any number of American municipalities with similar access to talent, materials, investment, and transportation might have emerged as the beating heart of the automobile industry. And for decades, until the entire industry was disrupted, that attraction established a virtuous cycle.
Both Sides of the Table
SEPTEMBER 17, 2013
The main thrust of the post is that with YouTube taking a 45% of revenue and talent taking 70% of the remaining revenue, YouTube Networks didn’t have sustainable businesses unless they invested heavily in technology as a tool to increase margin and provide defensibility. That is the definition of Disruptive Technology.
Both Sides of the Table
FEBRUARY 18, 2013
For those who still don’t know the origins, the Harlem Shake started as a small skit from a YouTuber named Filthy Frank (10 million views as of this writing) on January 30, 2013. I first wanted to invest in this trend by backing a company called Filmaka. I didn’t end up investing but I always loved the concept.
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