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

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. Scaling a consumer-focused financial platform—that is also now the primary bank account for millions of UK consumers—in the midst of a once in a century pandemic is close to impossible. This did not happen by magic.

peer-to-peer 102

peer-to-peer incumbents financing finance 102

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. Real estate remains a large, established multi-billion dollar category where lots of things continue to be done in lots of old fashioned ways.

hospitality 100

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

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. There is a massive opportunity to provide products and services that will make life better for today’s seniors and future generations of older adults to come.

incumbents 101

incumbents peer-to-peer opportunity strategy 101

Unvalidated Learnings

SEPTEMBER 26, 2014

“Businesses that disrupt/create huge markets with a non-replicable product offering a must-have service , which gets better the more people use it.” Jean de la Rochebrochard ( @jlr ), a partner at TheFamily , recently published a very good piece on Medium titled “ Here’s my investment thesis. What’s yours? ”?—?below We are hunting “unicorns”.

investment 52

investment investing peer-to-peer disruption 52

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 expectations. Scaling a consumer-focused financial platform—that is also now the primary bank account for millions of UK consumers—in the midst of a once in a century pandemic is close to impossible.

peer-to-peer 40

peer-to-peer incumbents financing finance 40

Both Sides of the Table

MARCH 25, 2016

Many startup businesses – tech or otherwise – fail. In our industry we applaud the efforts for entrepreneurs to have tried and we know that today’s failure can bring the experience for tomorrow’s success. Yet I can’t help thinking there are many predictable failures that come from a lack of basic planning. Market Size.

incumbents 277

incumbents startup peer-to-peer incubation 277