Both Sides of the Table

FEBRUARY 24, 2016

Fragmented markets can be a great target for disruption. Incumbents became increasingly annoyed with our successes in the country’s largest market – NYC – that they started even taking out ads against us. It’s no wonder incumbents don’t want us to exist. Public Storage does about $2.4 Little old us.

strategy 282

strategy peer-to-peer incumbents real estate 282

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. And the giant gets disrupted precisely because its cost structure to serve its customers and its cash cow, high-priced offering makes it nearly impossible for it to try compete. And what prompted this lawsuit?

funders 254

funders innovation disruption incumbents 254

abovethecrowd.com

JUNE 17, 2014

Many entrepreneurs in Silicon Valley believe that the financial services industry in the United States is “ripe for disruption. ” First, they believe that the current offerings from the financial incumbents are lacking. Once you have the assets, all the disruptive things that Silicon Valley types want to do will be easy.

disruption 83

disruption financing finance incumbents 83

Both Sides of the Table

APRIL 18, 2019

If you read Reid Hoffman’s important book, “ Blitzscaling ” you’ll realize that in some markets that are large, global and being disruptive sometimes being first to global scale can be more important than short-term unit economics. Last year I pointed out that software would help build competitive moats and we’re already seeing that.

transportation 250

transportation incumbents disruption finance 250

Both Sides of the Table

FEBRUARY 13, 2011

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. You look at an industry dominated by a few big rental car companies that haven’t innovated in years and we saw a market ripe for disruption. I run Revolution’s VC investments.

founder 277

founder venture capital media strategy 277

Entrepreneurs' Organization

APRIL 12, 2019

At GLC, he will address the rapid pace of change, innovation and disruption facing us all?and This massive scale of disruption has understandably left organizations on shaky footing , struggling to engage consumers and employees alike and stay relevant. Master digital disruption with digital reinvention. and what to do about it.

disruption 130

disruption incumbents leadership innovation 130

TechCrunch

JANUARY 22, 2021

The key purpose of being end-to-end is to deliver an even better value proposition to consumers relative to incumbent alternatives. The end-to-end approach makes the most sense when disrupting very large markets. At their core, these companies are facilitators, matching consumer demand with existing supply of a product or service.

real estate 144

real estate incumbents health disruption 144

TechCrunch

APRIL 20, 2021

“Challenger” startups in banking and insurance have upended their industries, and picked up significant business, by building more customer-friendly tools and services — more personalized, easier to access and usually competitively priced — than those typically provided by their bigger, incumbent rivals.

incumbents 106

incumbents consulting SaaS disruption 106

Tomasz Tunguz

FEBRUARY 19, 2019

Some companies want to change the world in one dimension: a better product or a disruptive go-to-market. There are spaces where pricing innovation is welcome, especially when there is a large, expensive incumbent. In that case, a lower cost, less expensive competitor with a new pricing model may be highly disruptive.

startup 110

startup incumbents disruption frameworks 110

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

TechCrunch

MAY 23, 2022

Recently, there’s been rapid digitization of this market , with several startups upending incumbents such as classifieds and hoping to define the new era of used-car-sale platforms. But t he used cars market isn’t only enormous in Egypt; it is in almost every country with a large population globally. Some include U.K.’s

disruption 99

disruption finance financing venture capital 99

Y Combinator

DECEMBER 8, 2021

2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer. Outperforming incumbents with modern experience and digital infrastructure. Monzo has also been able to move faster than incumbents because of its forward-looking approach to building banking infrastructure.

peer-to-peer 102

peer-to-peer incumbents finance financing 102

Tomasz Tunguz

OCTOBER 28, 2024

On Monday, at TC Disrupt Colin Zima CEO of Omni , Jordan Tigani CEO of Motherduck , Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. Here are some of the themes & predictions from the group.

incumbents 99

incumbents disruption collaboration enablement 99

TechCrunch

SEPTEMBER 8, 2021

Discount airlines, cell phones (not smartphones) and integrated circuits are good examples of the “faster, cheaper, simpler” variety, because they simply displaced familiar incumbents. People tend to think that category creation is less risky than incumbent disruption.

strategy 95

strategy incumbents VC disruption 95

Tomasz Tunguz

OCTOBER 14, 2021

More than just transforming the user interface, Spot AI disrupts the purchasing process. Spot AI’s disruptive model gives customers the freedom to choose their video hardware while providing ever-improving software, all with a lower total cost of ownership. To simplify purchasing further, Spot AI provides customers free cameras.

incumbents 119

incumbents hospitality disruption enablement 119

TechCrunch

SEPTEMBER 7, 2021

” Going up against incumbents. Third-party providers, mostly fintechs, have tried to capture some market share from these incumbents. Wave, however , wants to disrupt it. Whereas the incumbents mostly focus on USSD (although there are provisions to use applications), Wave is solely app-based.

investing 124

investing investment incumbents networking 124

Revolution

JUNE 10, 2019

Yet, technology adoption within the real estate community as a means to fundamentally disrupt how physical assets behave and how transactions occur was lagging up until the last couple of years. it characterizes the space in which we live, the environment in which we work, and the places where we socialize.

hospitality 100

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

Tomasz Tunguz

JULY 11, 2024

But for the first time since Slack started offering billing on active seats , new pricing models provide a strategic option to startups looking to compete with incumbents. The now-classic seat based model disrupted the perpetual license model. Salesforce made famous the No-Software mantra competing on pricing.

SaaS 96

SaaS incumbents disruption education 96

TechCrunch

AUGUST 11, 2021

We see an emphasis on young founders (“40 Under 40”), innovative ideas and disruptive challenges to legacy brands, incumbent companies and “old” ways of thinking. The technology industry is often thought of as being the domain of the young and the new.

incumbents 101

incumbents peer-to-peer opportunity strategy 101

OnStartups

DECEMBER 22, 2015

Have a 800 pound gorilla you're trying to disrupt? But here's a tip: Don't talk about disrupting them. The first rule of disruption is: You do not talk about disruption. In just about all cases, to successfully disrupt a large incumbent, your best case scenario is that they completely ignore you and what you're doing.

disruption 40

disruption incumbents innovation media 40

TechCrunch

MAY 19, 2021

Some might argue that acquisitions are more dominant today because of the anti-competitive motivations of current tech incumbents. These bills are likely a reaction to findings that incumbents have acted like Pac-Man, gobbling up would-be competitors before they become a competitive problem.

startup ecosystem 98

startup ecosystem incumbents startup entrepreneurship 98

TechCrunch

MAY 25, 2022

He has a deep history of investing in deep tech startups that have gone on to disrupt industries across AI, data, semiconductors, among others.” . “The appointment of Lip-Bu Tan as the newest member of Sima.ai’s board of directors is a strategic milestone for the company.

startup 95

startup accelerator incumbents disruption 95

TechCrunch

JUNE 9, 2022

Larger banks and other financial service providers are getting a lot more serious when it comes to competing with upstarts that are disrupting their businesses with fresher approaches and newer technologies. We want to be closer to companies’ larger digital transformation programs.”

incumbents 78

incumbents leadership disruption strategy 78

Tomasz Tunguz

JUNE 9, 2016

Which are the ripest areas for startups to disrupt using machine learning? But to get there requires building an enormous customer base with a proprietary data set, that none of the incumbents can replicate or proxy. Novel algorithms are increasingly making their way into the public domain in the form of open-source libraries.

disruption 40

disruption incumbents networking innovation 40

TechCrunch

APRIL 26, 2021

Consumers are fatiguing of customer-hostile pricing practices, inflexible contracts and deliberately awful customer service, and just as we have seen in insurance, energy and banking, we will see a number of challenger providers come in to eat incumbents’ lunch with differentiated product packagings and a fresh respect for their customers.”

investing 98

investing investment incumbents startup 98

TechCrunch

JUNE 3, 2022

Entrepreneurs saw this as an opportunity to disrupt incumbents, and soon there were lofty claims that everything about the industry was about to change. Many like to refute the underlying disruption by pointing to public valuations of insurtech firms, some of which are down as much as 85%-90%.

incumbents 93

incumbents disruption pitching ventures 93

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. Catherine Shu reported on C2 Ventures ’ second $20 million fund targeting startups disrupting legacy industries.

venture capital 92

venture capital VC capital ventures 92

TechCrunch

JUNE 22, 2021

Australia’s business banking landscape is dominated by a small group of incumbents, and is ripe for disruption through simpler, more transparent pricing, best-in-class technology and better customer service.”. Square’s bank arm launches as fintech aims ‘to operate more nimbly’

capital 96

capital incumbents disruption support 96

TechCrunch

SEPTEMBER 29, 2021

Successful startups will inevitably draw the attention of powerful incumbents in their industry. Are you an improver or a disrupter? Speaking about the historical trajectory of significant movements, Gandhi once said, “First they ignore you, then they laugh at you, then they fight you, then you win.”

startup 90

startup incumbents creativity disruption 90

Tomasz Tunguz

DECEMBER 2, 2012

In this month’s HBR, Clay Christensen and Maxwell Wessell published an article targeted to the CEOs of large companies on how to prevent disruption to their businesses. This is particularly true when incumbents are already competing with each other with commodity goods and use price as a differentiator.

disruption 40

disruption incumbents real estate startup 40

TechCrunch

MAY 11, 2021

A number of fintechs have popped up as of late aiming to disrupt the traditional model of evaluating an individual’s creditworthiness. It’s raising a $30 million Series B, led by TransUnion — one of the largest incumbents in an industry that Spring Labs is looking to shake up. Spring Labs is one of them.

collaboration 95

collaboration incumbents networking disruption 95

TechCrunch

NOVEMBER 22, 2021

Bhettay is also seeing the larger incumbents focus here, as well as marketing dollars, which he considers validation that the market is shifting to the digitalization of pet care. He called Bhettay “an energetic and smart entrepreneur” who is building a strong team to go after a space that is ripe for disruption.

capital 98

capital incumbents education health 98

TechCrunch

JUNE 9, 2022

One advantage for Klar, according to Möller , is that its “cost to serve a user” is about 1/20 of what the incumbents pay. I tie it back to complacency from the incumbents. Maybe there was less complacency by the incumbents or there was more competition amongst them….But They just happened to be reserved for a very few.

incumbents 97

incumbents opportunity finance financing 97

Tomasz Tunguz

JANUARY 17, 2019

AI Agencies use machine learning to disrupt a market dominated by agencies. Finding scant market demand from the incumbents whose owners prefer status quo, these startups start their own agency. There is a new twist in SaaS with a parallel dynamic. I’ve started to call them AI Agencies.

SaaS 93

SaaS incumbents startup construction 93

Tomasz Tunguz

AUGUST 28, 2021

Sometimes, entering the market with a different pricing model disrupts incumbents. The platform fee establishes a stable relationship and the usage pricing enables the customer to scale up or down as a function of their traffic which might vary throughout the year. Competition. Michelin developed a much more durable tires.

frameworks 111

frameworks strategy incumbents startup 111

Andreessen Horowitz

SEPTEMBER 25, 2023

4:03] Jambot demo [7:02] Human vs. AI creativity [13:37] Applying AI to design [14:31] Startups vs. incumbents Will AI replace designers? Startups vs. incumbents David: I want to shift gears just a little bit and move towards the business and market structure side of things. You ship fast, you move fast, you can disrupt yourself.

incumbents 104

incumbents creativity development technology 104

TechCrunch

OCTOBER 21, 2021

Cards have an estimated payments volume of $900 billion per year, and yet 95% of these transactions are being processed by local incumbents, asserts Pomelo. We’ve seen some amazing consumer products disrupt consumer banking, lending and insurance in recent years,” Curtius said in a written statement. “We

finance 96

finance financing incumbents venture capital 96