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

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

Both Sides of the Table

OCTOBER 22, 2015

We will have two well-funded companies educating the market on why this market opportunity for the $24 billion US storage market is ripe for disruption. And our competitors are not really each other but the incumbent businesses that have 99.9% ” In summary: The competitors are the incumbents.

real estate 372

real estate incumbents disruption education 372

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 disruption SaaS 106

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 103

peer-to-peer incumbents finance financing 103

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

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

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

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

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

Both Sides of the Table

MARCH 25, 2016

So when Sam Rosen came to me with the idea of disrupting storage with a product that is priced cheaper than existing incumbents and he could build a product that is a better service I was intrigued. You can enter either but your strategy must be very different and I can tell you that fragmented markets are easier to disrupt.

incumbents 277

incumbents startup peer-to-peer incubation 277

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

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 107

incumbents hospitality disruption enablement 107

Both Sides of the Table

MAY 4, 2015

Try to imagine if you *didn’t* already know Amazon and the company walking into VC meetings telling people they were going to disrupt the selling of all goods starting with books but then extending into electronics, apparel, toys and so forth. The value prop is pretty clear. And here’s the thing.

real estate 364

real estate startup disruption incumbents 364

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.”

investment 98

investment investing incumbents startup 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

JANUARY 7, 2021

It will be interesting to see how newer entrants in the SaaS banking-platform space disrupt what are, effectively, becoming incumbents in their own right: Mambu is now approaching 10 years old (it was founded in 2011). That could lead to consolidation, too.

SaaS 126

SaaS incumbents opportunity disruption 126

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

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

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 financing finance 97

Tomasz Tunguz

JUNE 22, 2014

Jill LePore’s New Yorker polemic “ The Disruption Machine ” attempts to debunk the incredibly popular Innovator’s Dilemma, a theory written by HBS professor Clayton Christensen. Neither Taleb nor Christensen maintains a list of the industries or companies likely to be disrupted, for example.

disruption 40

disruption incumbents frameworks innovation 40

American Entrepreneurship

SEPTEMBER 22, 2023

“Investors are putting a premium on growth in the context of profitability, and we’re growing exceptionally fast because we’re able to profitably serve customers who aren’t being well served by incumbents,” said Sean Harper, CEO of Kin.

finance 52

finance financing incumbents entrepreneurship 52

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.

investment 124

investment investing incumbents networking 124

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 strategy opportunity 101

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

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

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 99

startup incumbents disruption frameworks 99

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

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

TechCrunch

JUNE 8, 2022

Embedded finance — where financial services companies and others bring in different kinds of fintech technology by way of APIs to enhance their own offerings with more data and functionality — remains a growing opportunity, both to help fuel new business and to help incumbents get up to speed with their disruptors.

incumbents 87

incumbents finance financing technology 87

TechCrunch

MAY 3, 2023

This, along with the platform’s emphasis on no-code capabilities, differentiates Pando from incumbents like SAP, Oracle, Blue Yonder and E2Open, Jayakrishnan asserts. The result of those major disruptions? Customers can customize the tools and apps or build their own using Pando’s APIs. billion in 2019.

investment 100

investment investing startup transportation 100

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

TechCrunch

APRIL 20, 2022

When it comes to presentation creation, PowerPoint and Keynote remain the de facto tools by incumbent advantage. But this hasn’t stopped startups from trying to disrupt the status quo. Besides Prezi, there’s Pitch , a deck creation suite from the founders of Wunderlist.

consulting 84

consulting incumbents disruption pitching 84

TechCrunch

DECEMBER 14, 2022

With auto-scaling, “license optimization,” security and compliance, and monitoring and reporting features beyond what Microsoft offers natively, Vladimirskiy claims that Nerdio can deliver significant cost savings while “non-disruptively” layering on top of existing Azure Virtual Desktop deployments.

incumbents 90

incumbents disruption board enablement 90

TechCrunch

MARCH 18, 2022

faster than those incumbents, and continue to expand it to more services in its home market, as well as take them abroad. The growth of e-commerce and other services on digital platforms has further spurred that trend. ClearBank describes itself as the first clearing bank to have launched in the U.K.

incumbents 79

incumbents enablement disruption innovation 79

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

MAY 16, 2022

Unfortunately this is all too common among the leadership of incumbent corporations. At a practical level, street level data means that corporations should meet lots of potentially disruptive startups, and startups should meet with potentially complementary or competitive corporations. Yes, Yoda got Kodaked.

strategy 65

strategy startup incumbents venture capital 65