Andreessen Horowitz

MARCH 28, 2024

For new entrants looking to take advantage of the advent of LLMs and disrupt the status quo by going upstream of these incumbents, we’ve done a deep dive into Bloomberg, Morningstar, and Verisk’s stories. In doing so, each built the beginnings of what are now category-defining businesses.

incumbents 126

incumbents disruption networking collaboration 126

Entrepreneurs' Organization

APRIL 12, 2019

In partnership with Forbes, Brody produced a documentary series and is writing The Great Re:Write , a book based on it. Along with new competition comes new opportunity. Reinvent your incumbent enterprise before you’re disrupted by another, or you risk becoming obsolete. and what to do about it.

disruption 130

disruption incumbents leadership innovation 130

Andreessen Horowitz

OCTOBER 13, 2023

In this first clip, he explains why he thinks generative AI is a major architectural shift in computing, and why it represents an opportunity for startups to get a leg up on incumbents. What’s the scale of the opportunity that AI presents?

incumbents 128

incumbents creativity strategy opportunity 128

Revolution

JUNE 10, 2019

There is something inherently exciting about this growth and the opportunities it implies. and by substantial amounts of invested capital in formal amenities required by incumbent brands that are frequently cost centers rather than profit centers (lobby restaurant, room service, etc.).

hospitality 100

hospitality real estate peer-to-peer mix-use 100

TechCrunch

APRIL 28, 2021

Challenger banks continue to make significant waves in the world of finance, with smaller outfits luring customers away from incumbents by providing an easier way for them to not only engage with basic banking services, but to tap into a wave of technology that brings more personalization and often better deals into the equation.

incumbents 102

incumbents financing finance strategy 102

Tomasz Tunguz

FEBRUARY 26, 2025

Consider whether your startup is differentiating on pricing to compete with an incumbent, or if you’re selling a superior product at a premium, in which case using the same pricing model with higher fees reinforces your brand positioning. What should my unit of pricing be?

SaaS 113

SaaS strategy enablement startup 113

Andreessen Horowitz

MARCH 20, 2024

There’s knowledge that people have in their heads that is not on the internet and is not in any book. You know, incumbents versus startups. But in the last cycle, and maybe just from a B2B lens here, in SaaS and cloud, there were a bunch of things that made it really difficult for the incumbents to actually innovate.

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incumbents networking technology creativity 143

TechCrunch

NOVEMBER 28, 2022

“Having worked in hardware and software we had the opportunity to experience both ecosystems and knew how easy things could be when technology bridges gaps between ideas and scale,” said Gulley. The next wave of supply-chain innovation will be driven by startups that help incumbents win.

incumbents 77

incumbents ventures opportunity enablement 77

TechCrunch

AUGUST 3, 2021

Part of our mission at Draper Esprit is to democratize venture capital, as Simon would say; and [being listed on the main market] increases that opportunity. You have large incumbents with very outdated systems, but a very loyal and a very high degree of trust customer base. funds with an angle on technology.

VC 102

VC venture capital incumbents capital 102

Y Combinator

MAY 6, 2020

The success of Pinduoduo in China suggests there is a huge opportunity for social commerce platforms to emerge in other regions. There is a huge opportunity for companies to build social into their commerce platforms to take share from transactional platforms and expand e-commerce’s overall share of spend.

accelerator 138

accelerator networking enablement opportunity 138

TechCrunch

APRIL 8, 2022

Launched in 1987, the company provides hundreds of transportation and hospitality providers with inventory management and booking services. “We’re big believers of Bitcoin, so we’re just going to continue to buy whenever there’s an opportunity to.” What the Binance bailout of Axie Infinity means for crypto’s future.

transportation 88

transportation venture capital incumbents hospitality 88

TechCrunch

JUNE 5, 2022

And this gives Affirm an opportunity to generate more revenue as it makes money in part on interest fees. But it is illustrative of the measures that financial services companies — incumbents and fintechs alike — are taking to make their installment loans available to more consumers.

incumbents 96

incumbents finance financing pitching 96

TechCrunch

MARCH 10, 2022

billion in deposits on its books, and it is using that to run its loan product rather than taking out debt. That presented an opportunity to Lunar to take on the risk: Bring people to the platform to trade, and get them to cash out with Lunar itself, making money off the exchange or service fees associated with the transactions.

incumbents 95

incumbents strategy capital culture 95

abovethecrowd.com

JUNE 17, 2014

First, they believe that the current offerings from the financial incumbents are lacking. Regulation becomes the friend of the incumbent in highly regulated industries through a process known as regulatory capture. The basis of this argument is really two fold. The point to understand is that the U.S.

disruption 83

disruption financing finance incumbents 83

Y Combinator

JANUARY 21, 2021

There is a clear opportunity to upend the status quo, but its intricacies have made freight one of the toughest sectors in which to build an online marketplace. 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.,

incumbents 72

incumbents transportation networking mix-use 72

TechCrunch

MARCH 16, 2023

. “We’re able to predict lower future compute prices to impact future batch workload scheduling, kind of like searching for a cheaper flight on Kayak and booking a future date that’s cheaper,” Frayman explained. In 2017, Microsoft acquired Cloudyn, which provided tools to analyze and forecast cloud spending.

incumbents 98

incumbents investing investment opportunity 98

TechCrunch

APRIL 18, 2022

“The only way to change this damaging trend is to radically increase the number of healthcare professionals with interest in and access to opportunities at hospitals and nursing homes. To do that, you can’t rely on old methods. Those are the tools that won’t fix the current problem.” Currently serving workers in more than 30 U.S.

health 97

health hospitality incumbents opportunity 97

abovethecrowd.com

DECEMBER 18, 2017

David Goldhill, in his enlightening book Catastrophic Care , declared: “…a guiding principle of any reform should be to put the consumer, not the insurer or the government, at the center of the system. How far in advance do you have to book an appointment ( the average is 24 days )? They also allow online booking.

health 59

health hospitality networking mix-use 59

TechCrunch

MARCH 29, 2022

The only worry is incumbents might want to eat into Duplo’s meal — but then again, the market is massive. Founders : Among them is CEO Andrew Airelobhegbe, who says he was previously co-founder and CEO at ogaVenue, which he described as “Nigeria’s largest online event venue booking portal.” Team size: 10.

startup 91

startup hospitality health finance 91

Y Combinator

APRIL 26, 2021

Even with $125K from YC and $1–2M in venture funding, a startup’s credit limit is still likely to tap out at $20K from an incumbent creditor—which is not nearly enough to cover software, marketing, and other expenses. incumbent offerings which only offered end-of-month reconciliation). The incumbent system involves three key “stacks.”

incumbents 125

incumbents finance financing enablement 125

Tomasz Tunguz

APRIL 25, 2023

Another example of AI favoring incumbents : Epic, a large health records company worth about $10-12b with about 30% market share in the US, has implemented some OpenAI features. Last year, we had our largest commercial bookings quarter ever with a material volume of large multiyear commitments.

incumbents 106

incumbents health opportunity startup 106

Both Sides of the Table

DECEMBER 22, 2011

Ones that offer amazing value (low relative margins) at high volumes that makes it nearly impossible for high-cost incumbents to compete. How does the incumbent respond? That is what Clay Christenson defined in his book as “The Innovator’s Dilemma.”. How do existing incumbents compete with that? It’s remarkable.

incumbents 386

incumbents startup networking disruption 386

Tomasz Tunguz

JULY 3, 2017

Michael Porter wrote the seminal book on strategy in the early 1980s. An incumbent trades greater capitalization, reach and assets for speed. In the beginning, Amazon sold only books, only online. Called Competitive Strategy, I think it should be required for anyone starting a company. What are the answers for your business?

strategy 81

strategy incumbents startup enablement 81

TechCrunch

SEPTEMBER 14, 2022

“Nyshex was formed because [we] experienced firsthand the challenges associated with keeping track of contractual commitments, and [we] realized the incumbents could not solve these challenges.” Nyshex can also match freight bookings and physical container movements.

incumbents 82

incumbents disruption capital support 82

TechCrunch

FEBRUARY 10, 2021

Other monetization blocks allow creators to accept donations or sell digital downloads — like e-books or paid video content, for instance. This particular feature comes at an opportune time. The creator can then send out a personalized response either publicly or privately. Image Credits: Beacons.

incumbents 99

incumbents media strategy communities 99

TechCrunch

NOVEMBER 13, 2022

So in the last month of my six month period, I decided to give it an opportunity, bought a ticket for three months to go to LA and spend time with the first 10 freight forwarders, learning how they do business with software. Once a job is confirmed, GoFreight manages bookings, real-time shipments and any necessary electronic filings.

incumbents 70

incumbents transportation capital enablement 70

TechCrunch

SEPTEMBER 28, 2022

Calendly , the scheduling startup that landed with a splash last year when it raised a huge round out of nowhere at a $3 billion+ valuation , has made a name for itself for tools that are used by more than 10 million people to book appointments, arrange meetings and plan any event that involves two or more people making time for each other.

startup 100

startup incumbents board media 100

TechCrunch

NOVEMBER 19, 2021

This is a huge business, typified by incumbent behemoths like Lloyd’s of London, who in theory mitigate the risk insurance companies face when they get the formula wrong. This presents an opportunity to provide a different spin on how to provide this service. That can be a truly life changing thing.”

incumbents 79

incumbents capital disruption technology 79

Y Combinator

MAY 1, 2019

In just liking to make fun of things, or liking to try and be funny and criticize things, it seemed like a good sort of opportunity to do that. ” C++ is not a great first language to learn, especially if it’s just from a book. Craig Cannon [00:02:12] – Yeah, it’s kind of like a softball.

peer-to-peer 45

peer-to-peer advice creativity opportunity 45

A Smart Bear

FEBRUARY 26, 2019

They say things like “we have a unique feature” and “the incumbents are dumb,” which might be true, but isn’t a strategy. There are not enough blogs or books about this phase; often leaders go underground. Maximize opportunity rather than minimize down-side. Founders almost never have a real strategy. Leave money on the table.

culture 161

culture strategy SaaS founder 161

Andreessen Horowitz

MARCH 13, 2024

It does a search across, you know, basically all of these words and sentences and diagrams and books and photos and everything that human beings have created. And so I think this is an opportunity for the defenders to not only keep up, but also build better systems for the present-day threat landscape, also.

energy 95

energy education technology capital 95

TechCrunch

AUGUST 23, 2022

Remember to book your tickets to the show today before prices go up $1,100. . Hear from its creator Anatoly Yakovenko about the opportunities and challenges ahead as Solana seeks to take web3 to mobile devices in a push for mass adoption. We have lots more news and speakers to share in the coming weeks, but here is a first peek!

disruption 81

disruption pitching VC ventures 81

OnStartups

JULY 7, 2021

And you can learn a lot of what you need just by reading the top three books on it and just practicing the craft, right? And if you miss that opportunity, you have no idea when the next opportunity to cash out your chips. Because people don't love the incumbent right now. It's a doable thing. that people love.

frameworks 135

frameworks culture advice networking 135

abovethecrowd.com

NOVEMBER 14, 2017

It only seemed logical to us that the same opportunity should exist in healthcare. Over the next two years, I looked at many healthcare IT investment opportunities – I went “all in.” Eventually, however, we gained our footing and developed a mental model for the industry and a framework for where opportunities do exist.

health 43

health VC hospitality disruption 43

Y Combinator

MAY 8, 2019

Brian Halligan [02:14] – I basically just block all that day Wednesday so no one can book a meeting there. I think what helped a lot of introverts, I don’t know about you guys, is when that lady wrote that, what was her name, wrote that book. Craig Cannon [03:56] – I felt that after that book came out.

consulting 54

consulting advice founder peer-to-peer 54