TechCrunch
JUNE 23, 2022
For years, the prevailing narrative for innovation in supply chain has focused on the disruptors: Upstarts that enter the industry with new technologies and business models to displace incumbents. But in verticals ranging from freight brokerage to B2B marketplaces, these enablers have repeatedly emerged after an initial disruption.
Dream It
FEBRUARY 27, 2020
As all investors know from the case of Uber, you cannot size a market based on an incumbent. Founders should be able to discuss future milestones that they will hit to enable them to raise intermediate rounds of capital before exiting and ensure investors they can de-risk their startups along the way to achieving their grand vision.
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This is going to be BIG.
MAY 13, 2019
Using the proliferation of newly GPS-enabled mobile devices to enable taxi hailing and beat out stagnant incumbent providers was always going to be a big win for consumers. Had it been built differently, it could have been a better company and honestly I’d like to believe maybe even a more valuable one in the long term.
TechCrunch
FEBRUARY 2, 2022
They were brought back together by the pandemic to start the e-commerce enablement company. Additionally, Melonn works with a range of transportation providers, including incumbents such as FedEx or DHL and last-mile startups, to reduce shipping times and costs. .
Tomasz Tunguz
APRIL 6, 2022
” CBDCs are programmable money: central bank digital coins enable a government to focus stimulus as granularly or as broadly as they like. Central Bank Digital Coins (CBDCs) are akin to discovering quantum physics for central banks. I can imagine the quips in the halls at the Fed, “Pshhh. Paper money is so Newtonian.”
Both Sides of the Table
MAY 4, 2015
Most customers won’t drive more than a few miles to a self storage unit making the incumbents essentially local retail businesses. So your tuxedo can be back in time for a wedding, your skis can arrive before your annual trip or you can swap out winter clothes as the flowers begin to bloom. The value prop is pretty clear.
Both Sides of the Table
FEBRUARY 7, 2011
They incumbents might provide terrible products or services that you think you can better. If you look at Hulu and said, “the networks will never enable a strong competitor to broadcast TV you’d need to put your head in the sand. But these markets don’t have “white space.&# They might be large markets, sure.
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