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

NOVEMBER 8, 2010

The formation of Hulu was defensive – designed to stop another YouTube or Napster from emerging and causing disruption to the TV industry. I have made many of my arguments in a blog post I wrote on The Innovator’s Dilemma , a concept that is critical for both innovators & incumbents to understand.

incumbents 292

incumbents innovation media disruption 292

Both Sides of the Table

FEBRUARY 7, 2011

We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. They incumbents might provide terrible products or services that you think you can better. I can’t tell you how incumbents will act and who else will choose to compete fiercely with us.

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

Tomasz Tunguz

FEBRUARY 19, 2019

Startups are innovation machines. 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.

startup 110

startup incumbents disruption frameworks 110

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. The Startup Visa movement.

founder 277

founder venture capital media strategy 277

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 financing 250

TechCrunch

JANUARY 22, 2021

Five success factors for behavioral health startups. The key purpose of being end-to-end is to deliver an even better value proposition to consumers relative to incumbent alternatives. Back in 2014, Chris Dixon wrote a bit about this phenomenon in his post on “ Full stack startups.” More posts by this contributor.

real estate 144

real estate incumbents health disruption 144

TechCrunch

MAY 25, 2022

As the demand for AI-powered apps grows, startups developing dedicated chips to accelerate AI workloads on-premises are reaping the benefits. He has a deep history of investing in deep tech startups that have gone on to disrupt industries across AI, data, semiconductors, among others.”

startup 95

startup accelerator incumbents disruption 95

TechCrunch

JANUARY 16, 2021

Israel’s startup ecosystem raised record amounts of funding and produced 19 IPOs in 2020, despite the pandemic. Subscribe to access all of our investor surveys, company profiles and other inside tech coverage for startups everywhere. This a great example of company that is disrupting a traditional market. Oh, and one more thing.

startup 141

startup SaaS mix-use opportunity 141

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

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. Lessons for Startups Bloomberg’s initial insight was to corner hard-to-access data and give it to customers in a usable format.

incumbents 126

incumbents disruption networking collaboration 126

TechCrunch

SEPTEMBER 29, 2021

A blueprint for building a great startup founding team. For startup founders, these words aptly describe the road ahead. Successful startups will inevitably draw the attention of powerful incumbents in their industry. Are you an improver or a disrupter?

startup 90

startup incumbents creativity disruption 90

TechCrunch

JUNE 23, 2022

For nearly all fintech startups, lending has long been the end game. Several startups including Slice, Jupiter, Uni and KreditBee have long used the PPI licenses to issue cards and then equip them with credit lines. A notice from India’s central bank this week has thrown a wrench into the ecosystem, scrutinizing just who all can lend.

startup 97

startup incumbents disruption accelerator 97

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. The pre-revenue startup intends to make money from retail sales, auction houses, dealerships, and B2B sales. Some include U.K.’s

disruption 99

disruption financing finance venture capital 99

TechCrunch

SEPTEMBER 8, 2021

produces more new startups and unicorns each year than any other country in the world, but 90% of startups fail , with cash flow often being a major challenge. We mainly see two kinds of startups today: Those that want to try something new, and the ones that focus on making things faster, cheaper or simpler.

strategy 95

strategy incumbents VC disruption 95

Y Combinator

DECEMBER 8, 2021

Scaling a startup is hard. Scaling a startup bank is even harder. In April 2020, British banking startup Monzo’s revenue fell by almost 50%. 2 Incumbent banks miss the mark in two crucial areas: The banking experience has not evolved to match modern consumer. expectations.

peer-to-peer 102

peer-to-peer incumbents financing finance 102

TechCrunch

APRIL 26, 2021

Cuckoo Internet, which is aiming to be an insurgent startup in the broadband provider space in the U.K., ” Cuckoo Internet closes seed funding to disrupt UK broadband market. has closed a $6 million investment round led by RTP Global, along with participation from JamJar Investments. Who’s funding privacy tech?

investing 98

investing investment incumbents startup 98

TechCrunch

FEBRUARY 2, 2022

Melonn , a Colombian startup that provides fulfillment and software services to small and medium-sized e-commerce companies in Latin America, has raised $20 million in a Series A round led by QED Investors. Why global investors are flocking to back Latin American startups. It also plans to soon offer embedded finance products.

enablement 97

enablement startup incumbents transportation 97

Tomasz Tunguz

JANUARY 17, 2019

AI Agencies use machine learning to disrupt a market dominated by agencies. Often, these startups begin as software companies selling machine learning software into agencies. Finding scant market demand from the incumbents whose owners prefer status quo, these startups start their own agency.

SaaS 93

SaaS incumbents startup construction 93

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. Image Credits: Wave.

investing 124

investing investment incumbents networking 124

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.

incumbents 115

incumbents hospitality disruption enablement 115

TechCrunch

MAY 3, 2023

Signaling that investments in the supply chain sector remain robust, Pando , a startup developing fulfillment management technologies, today announced that it raised $30 million in a Series B round, bringing its total raised to $45 million. The result of those major disruptions? billion in 2019. billion in 2019.

investment 100

investment investing startup transportation 100

TechCrunch

AUGUST 4, 2022

Geopagos , a payments infrastructure startup based in Buenos Aires, has raised $35 million in a round led by Riverwood Capital. Founded in 2013, the Argentinian startup serves as a white label infrastructure software provider, with the aim of giving businesses the ability to launch financial services.

startup 84

startup incumbents financing finance 84

Tomasz Tunguz

AUGUST 28, 2021

Sometimes, entering the market with a different pricing model disrupts incumbents. I’m grateful to Madhavan for joining us and sharing his insights, and for the audience’s participation in this very popular session the most vexing topic for startups. Competition. Michelin developed a much more durable tires.

frameworks 111

frameworks strategy incumbents startup 111

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. Older adults have so much to offer.

incumbents 101

incumbents peer-to-peer strategy opportunity 101

TechCrunch

JANUARY 7, 2021

Mambu , a Berlin-based startup that describes itself as an SaaS banking platform — providing, by way of APIs, technology to banks and others to power lending, deposit and other banking products — has closed a round of €110 million (about $135 million at today’s rates). That could lead to consolidation, too.

SaaS 126

SaaS incumbents opportunity disruption 126

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 93

SaaS incumbents disruption education 93

TechCrunch

JULY 12, 2022

Haris Khurshid, general partner at Chalo Ventures , launched a $50 million second fund focused on investing in Pakistani startups and a smaller percentage in Latin American startups. This allows Pakistani startups to scale faster throughout the country and expand into other markets.”. billion in capital commitments.

venture capital 92

venture capital VC capital ventures 92

TechCrunch

MAY 16, 2022

3 lies VCs tell ourselves about startup valuations. Unfortunately this is all too common among the leadership of incumbent corporations. Seeing the future is also the goal of startup founders, corporate leaders and venture capitalists. Scott Lenet. Contributor. Share on Twitter. Scott Lenet is president of Touchdown Ventures.

strategy 65

strategy startup incumbents venture capital 65

TechCrunch

JANUARY 19, 2022

There are many ways of spinning up a startup, but it takes a particularly brave set of founders to take on a deeply entrenched industry with a small number of incumbents who have the market all sown up. We believe the latter, in particular, will really disrupt the market. And every year, it falls flat.

startup 89

startup disruption innovation energy 89

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. ” Venture capitalists noticed, and startups closed large rounds of capital. With tech’s embrace, people were about to soon “love their insurance!”

incumbents 93

incumbents disruption pitching ventures 93

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. The tech-implementation barrier: Startups should leverage their nimbleness and focus to bring a better product to market faster.

disruption 40

disruption incumbents real estate startup 40

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

OnStartups

DECEMBER 22, 2015

Working on a startup? 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. And, responding to their actions will distract you from that whole disrupting thing you're trying to do.

disruption 40

disruption incumbents innovation media 40

Tomasz Tunguz

JUNE 9, 2016

Which are the ripest areas for startups to disrupt using machine learning? So, the key differentiator for startups and ultimately long-term competitive advantage is access to proprietary data sets. As a startup, it’s hard to compete with access to that kind of a data set.

disruption 40

disruption incumbents networking innovation 40

TechCrunch

JULY 7, 2021

When Daniel Simon sold Bread , a consumer purchase finance and payments startup he’d co-founded, to Alliance Data Systems for over $500 million late last year, he quickly set his sights on building another startup. Coast co-founders Daniel Simon and Andrew Woolf.

founder 98

founder startup incumbents financing 98