incumbents investing reference 
Both Sides of the Table
MAY 4, 2015
It has become so synonymous with Internet companies that the French have invented a disdainful term including Amazon: “les GAFA,” which they refer to as Google-Apple-Facebook-Amazon to talk about American dominance of the Internet. It is a household name. And they have. Innovation. MakeSpace set out to reinvent the whole category.
Both Sides of the Table
FEBRUARY 7, 2011
A few months ago I wrote a post called “ Invest in Lines, Not Dots.&# It was my investment philosophy that observing teams’ performance over time was far more insightful than reacting to how good of a product demo they do, how good they present Powerpoint slides or how great tech blogs say they are.
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Tomasz Tunguz
JULY 24, 2024
Google is on a trajectory to invest $50 billion this year. ” Better for large enterprises to wait until there’s a reference architecture that’s been proven to work. Facebook and Google both announced very similar strategies of overinvesting in AI data centers. Within AI, the switching costs today are modest.
TechCrunch
SEPTEMBER 8, 2021
Debt capital, which refers to capital raised by taking out a loan, is an alternative route that entrepreneurs should consider. Discount airlines, cell phones (not smartphones) and integrated circuits are good examples of the “faster, cheaper, simpler” variety, because they simply displaced familiar incumbents.
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.
propel(x)
FEBRUARY 4, 2022
It is important to consider doing something similar if you are thinking about investing in a startup. Before committing to an investment, it is important to understand what you are buying and what you are getting into. On the angel investing platform, this component is called Broker Review. What is due diligence?
Gust
MAY 24, 2012
As a quick review, most startups begin life as corporations with a single class of equity securities, referred to as Common Stock , issued to founders, employees, and outside service providers. Options and warrants, when issued, are also typically exercisable for shares of Common Stock.
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