Dream It

FEBRUARY 27, 2020

We have made the decision to invest in entrepreneurs without slides, whose ambition, passion, depth of understanding of an opportunity and compelling vision come through crystal-clear in conversation,” states Sarah Guo from Greylock Partners. As all investors know from the case of Uber, you cannot size a market based on an incumbent.

pitching 286

pitching incumbents transportation strategy 286

Founders Coop

SEPTEMBER 30, 2024

LLMs are compute and energy hogs, and renting state of the art bundles of compute and energy by the millisecond is what tech incumbents do best. As the easy money dries up and the capex elephants dance, the real opportunity is snapping into view. So what’s a founder to do? No one really knows, and that’s what makes it interesting.

VC 143

VC innovation incumbents energy 143

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

TechCrunch

JULY 13, 2022

. “Our Tech Scouting program gives us unique insight about where opportunities for hyper-growth exist. But anticipating opportunity isn’t sufficient – we need to deploy capital to move at digital speed,” said Brian MacCarthy, vice president of tech scouting and ventures at Booz Allen.

ventures 93

ventures incumbents startup venture capital 93

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. In this post, we will walk through what drove Monzo’s early success, how it has come to dominate the UK market, and the company’s opportunity to change the landscape of global financial services with its beloved brand.

peer-to-peer 103

peer-to-peer incumbents financing finance 103

Both Sides of the Table

NOVEMBER 4, 2010

The thesis of the book is that incumbents in markets – especially large and well entrenched markets – seldom survive fundamental technology changes in their industries. It should affect how you think if you are an incumbent but also if you’re a startup. Let’s start with the incumbents position in a market.

incumbents 376

incumbents disruption frameworks innovation 376

TechCrunch

MARCH 8, 2021

Challenger banks continue to see huge infusions of cash from investors bullish on the opportunity for smaller and faster-moving tech-based banking startups to woo customers from their larger rivals. That bigger market picture has also meant a surge of many neobanks, and so Starling competes with more than just the incumbents.

incumbents 110

incumbents investment investing innovation 110

TechCrunch

SEPTEMBER 30, 2022

Yet, the sector is very much alive, and the “correction” of these companies’ valuations presents an opportunity for those who have cash left on their balance sheets, investors told TechCrunch. This may actually be a great moment for insurtechs to nurture their relationship with incumbents to work on synergies and potential trade sales.”

peer-to-peer 76

peer-to-peer incumbents pitching ventures 76

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

TechCrunch

JUNE 9, 2022

Today, one of the companies helping those larger banks with that task is announcing a big round of funding to double down on that opportunity. ” There are a number of other companies that have identified these same problems faced by incumbents in the financial services industry.

incumbents 78

incumbents leadership disruption strategy 78

TechCrunch

JUNE 22, 2022

Vignesh Chandramouli , a partner at Oak HC/FT, focuses on growth equity and early-stage venture opportunities in healthcare. As incumbent banks embraced startups, investors leaned into novel ways to reduce friction and improve accuracy, increasing annual mortgage origination by nearly 40% compared to the last decade. Contributor.

founder 92

founder incumbents frameworks opportunity 92

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. The cost base can be lowered just enough in order to make this a profitable business and that is what has us very optimistic about this opportunity,” he said. “We I tie it back to complacency from the incumbents.

incumbents 97

incumbents opportunity finance financing 97

TechCrunch

JANUARY 7, 2021

The market that Mambu is courting is the vast opportunity for a new wave of banking and financial services that tap into the growth of smartphone and web usage. Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” he said in a statement. That could lead to consolidation, too.

SaaS 126

SaaS incumbents opportunity disruption 126

TechCrunch

JUNE 16, 2021

And while a new generation of “insurtech” startups have emerged in recent years that are bringing more modern processes into the equation, typically the incumbent major insurance companies — the ones that Tractable targets — have lacked the technology to improve that process.

incumbents 115

incumbents opportunity technology board 115

Andreessen Horowitz

FEBRUARY 29, 2024

A Great company has a strong, defensible business model that can win market share from incumbents. A Great company uses a tough market as an opportunity to break away from the pack and outrun its competitors. A Great company brings the most innovative products to the market and continuously evolves them to meet changing demand.

incumbents 109

incumbents advice innovation opportunity 109

Andreessen Horowitz

OCTOBER 13, 2023

In this first clip, he explains why he thinks generative AI is a major architectural shift in computing, and why it represents an opportunity for startups to get a leg up on incumbents. What’s the scale of the opportunity that AI presents?

incumbents 128

incumbents creativity strategy opportunity 128

TechCrunch

SEPTEMBER 7, 2021

“We saw an opportunity to make a bigger impact by trying to build a better, much more affordable mobile money service than the telcos are building throughout much of sub-Saharan Africa,” Durbin told TechCrunch in an interview. ” Going up against incumbents. . ” Going up against incumbents.

investing 124

investing investment incumbents networking 124

TechCrunch

SEPTEMBER 1, 2022

Infrastructure providers have a unique opportunity to be a bright spot amidst all the doom and gloom. The infrastructure market is overlooking a pivotal opportunity to build additional product capabilities that address pain points arising from the struggles of fintech.

incumbents 92

incumbents opportunity enablement innovation 92

TechCrunch

OCTOBER 26, 2022

“We continue to see tremendous opportunity in the cloud management space given how early we are in the cloud adoption journey,” Battery Ventures venture investor Danel Dayan said. There are also reasons to think that we haven’t seen all of it yet. So what might be next? Let’s dive in.

incumbents 98

incumbents SaaS innovation opportunity 98

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 strategy opportunity 101

TechCrunch

APRIL 20, 2023

In other words, it wants to invest in early-stage fintech and enabling technology companies “where opportunities for early partnerships with financial incumbents exist.” And that’s ultimately the insight that we built a thesis on,” said Fitzgerald. “In It aims to help startups there partner, expand and commercialize in the U.S.

ventures 76

ventures incumbents startup VC 76

TechCrunch

JANUARY 3, 2023

The competition is not your market competitor or incumbent. Fundraising in healthcare, especially in a macro environment like the one we’re in, is an opportunity to differentiate and take control of the narrative. This is an opportunity for you to capture this capital pool. Reframe the macro view. Get granular.

startup 85

startup incumbents health opportunity 85

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 financing finance technology 87

TechCrunch

MAY 3, 2022

A lot of the “trying to fail” approaches involve looking at your business opportunities and contemplating where your business might fail in the future. Will an incumbent copy us and destroy us? If you have a number of incumbents in your space, do some research and see how they have reacted to other startups.

incumbents 100

incumbents development startup founder innovation 100

TechCrunch

OCTOBER 28, 2021

But the landscape looks very different now that more companies recognize the opportunity and fight for a piece of the pie. As credit card and payments firms eye BNPL as a new growth opportunity, incumbents like Klarna and Affirm are seeking ways to make their installment loans available to more consumers.

incumbents 95

incumbents accelerator opportunity enablement 95

TechCrunch

AUGUST 8, 2023

Co-founder and chairman Samuel Rhee told TechCrunch that Endowus is now “multiple times the size of the next player and now competing with large banks and incumbent players.” Other investment apps in Singapore include Syfe and Stashaway , which also attracted big VC bucks a couple years ago.

real estate 98

real estate incumbents VC innovation 98

TechCrunch

APRIL 27, 2023

These kinds of numbers have been hard to come by in a conservative investment environment, but the company is growing fast and investors saw an opportunity to grab a market leader, says Pinecone CEO and founder Edo Liberty. “We Today, the company announced a $100 million Series B investment on a $750 million post valuation.

investing 100

investing investment incumbents venture capital 100

TechCrunch

MAY 12, 2021

Cards have an estimated payments volume of $900 billion per year, and yet 95% of these transactions are being processed by local incumbents, asserts Pomelo. incumbents. “It While the majority of transactions are still done in cash, there are still over a billion cards in the region. market with different dynamics.

incumbents 107

incumbents financing finance ventures 107

TechCrunch

FEBRUARY 3, 2022

We don’t want to be elitist, we don’t want to do this for a very small category of people because we really want to become the incumbent bank in the U.S.,” Banks are trying to become relevant, but students don’t buy the BS that incumbents are doing.” “We’re pretty radical about why we’re doing what we’re doing,” she said.

incumbents 99

incumbents startup communities consulting 99

Dream It

JULY 24, 2020

This presents a huge opportunity for startups. This is your opportunity to highlight it for them. Find out how incumbent products you are likely to replace are performing. To keep an organization safe, a CISO depends on as many as 50 to 100 different products. However, this means that a CISO sees a LOT of pitches in their role.

peer-to-peer 195

peer-to-peer pitching incumbents opportunity 195

TechCrunch

DECEMBER 15, 2021

“It’s a huge market that is still controlled by incumbents charging extremely high interest rates, which makes it difficult for people to pay back their loans. We have a huge market with complacent incumbents, a population that adopts technologies early on and a supportive regulatory agenda.

incumbents 80

incumbents startup financing finance 80

TechCrunch

JULY 25, 2021

Incumbent giants therefore could lose a sizable chunk of market share if a company could just manage to weave together China’s manufacturing proficiency and agility with the modern tech startup philosophy of “moving fast and breaking stuff.”. The China opportunity.

incumbents 129

incumbents networking entrepreneurs opportunity 129

TechCrunch

MAY 25, 2022

EdgeQ , Kneron , and Hailo are among the dozens of upstarts vying for customers, the last of which nabbed $136 million in October as it doubles down on new opportunities. has created a software-centric, purpose-built … platform that exclusively targets this large market opportunity. “Sima.ai

startup 95

startup accelerator incumbents disruption 95

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. Just over five years ago, the insurance industry entered the crosshairs of the tech world. With tech’s embrace, people were about to soon “love their insurance!

incumbents 93

incumbents disruption pitching ventures 93

TechCrunch

FEBRUARY 23, 2023

to “scale given the market opportunity.” ” Several years ago, the market for cloud optimization software and “ FinOps ,” while nascent, was consolidating as incumbents in adjacent sectors saw the opportunities presented by cloud cost optimization. ” “H.I.G.

investing 92

investing investment peer-to-peer startup 92

TechCrunch

APRIL 12, 2023

Embedding a learning management system directly into workers’ core everyday tools is one of LMS365’s core selling points versus incumbents in the LMS space such as Workday , Eloomi , or TalentLMS. Germany, and Australia. “We “We will use M&A strategically going forward, including in relation to product development.”

incumbents 99

incumbents construction health support 99