Both Sides of the Table

FEBRUARY 7, 2011

Market Opportunity. We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. By definition the market is already large and therefore crowded or it’s nascent and the opportunity is not totally clear. But what about markets? Think about Twitter.

entrepreneurs 330

entrepreneurs incumbents VC disruption 330

Both Sides of the Table

FEBRUARY 24, 2016

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. They have high-priced property and zero innovation. Little old us. Sound familiar? The Early Years.

strategy 282

strategy peer-to-peer incumbents real estate 282

Andreessen Horowitz

AUGUST 30, 2023

TABLE OF CONTENTS Bits v atoms It’s important to recognize that while the impact that generative AI can have on “bits” is substantial—since generative AI can “manipulate” those bits very easily—we’re probably too early to see a massive opportunity in “atoms” businesses. As technology continues to improve, the answer is an unequivocal “yes.”

opportunity 91

opportunity incumbents financing finance 91

Both Sides of the Table

SEPTEMBER 21, 2016

When a founder is “opportunity driven” it’s too easy to quit at the first bump in the road. Incumbents launch products, VCs throw cash at other competitors, team members quit, the economy dips — whatever. Building any business is hard, all-consuming, frustrating and fraught with personal challenges.

incumbents 270

incumbents entrepreneurs education pitching 270

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. It provided a better service than existing cabs were going to be able to do for at least several years—cutting out lots of unnecessary overhead in the system.

culture 343

culture incumbents enablement sustainability 343

Both Sides of the Table

MAY 27, 2016

I spend hours thinking about the products, competitors, market opportunities, recruiting and financing of these businesses. I love businesses that aim to massively reduce the costs of products or services in a way that makes a product or service vastly more accessibility and in which incumbents would have a hard time competing.

investment 254

investment investing incumbents culture 254

Both Sides of the Table

NOVEMBER 8, 2010

I have always loved watching videos there but always believed that any company controlled by a consortia of interests would be doomed in the long run – especially by established, large incumbents with an interest in protecting the past more than innovating the future. In the current structure I cannot see how Hulu becomes this company.

incumbents 292

incumbents innovation media disruption 292

Andreessen Horowitz

NOVEMBER 14, 2023

In this episode, a16z partner Seema Amble talks with co-founder and CEO of Mercury Immad Akhund about the idea of a minimum delightful product in fintech, doing the spreadsheet math on unit economics early on, and how to compete in a category already filled with incumbents. And does anyone care?

incumbents 93

incumbents founder leadership advice 93

TechCrunch

SEPTEMBER 30, 2022

CZ will join our stage virtually and we’re looking forward to discussing global market opportunities in a bear market, the regulatory challenges up ahead and where opportunities are (and aren’t) in web3. earned new investment as it strives to topple incumbents like Coinbase. Competitors have also been taking notice.

opportunity 93

opportunity founder incumbents strategy 93

Both Sides of the Table

SEPTEMBER 15, 2014

They point out perceived market risks, they might question the management team’s experience, they might worry about regulatory risk or incumbent competitive powers. I’m an equal opportunity funder but having a personal mission a few deals can be healthy, too. Startup Lessons'

funders 362

funders culture incumbents technology 362

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

This is going to be BIG.

FEBRUARY 21, 2021

The reality is that fundraising looks more like this: Show me a big opportunity, a great plan, a team whose career has led up to this moment through their experience and homework and show something outstanding that they pulled off that separates them from the pack—a “rabbit out of a hat”, if you will—and I’ll show you a funded team.

advice 476

advice pitching venture capital VC 476

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. It allows him the opportunity to do what he does best, finding and motivating entrepreneurs then thinking through market strategy. I run Revolution’s VC investments.

founder 277

founder venture capital media strategy 277

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

Entrepreneurs' Organization

OCTOBER 30, 2018

Without industry-wide master unique identifiers for medical-surgical (med-surg) items, hospitals cannot easily compare products by their attributes to identify cost-savings opportunities, or map product selection to the best patient outcomes. This challenge spelled fear and opportunity in equal parts. We didn’t know the domain.

innovation 152

innovation hospitality incumbents technology 152

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

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

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.

investment 124

investment investing incumbents networking 124

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

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

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

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

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

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

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

Entrepreneurs' Organization

APRIL 12, 2019

Along with new competition comes new opportunity. Reinvent your incumbent enterprise before you’re disrupted by another, or you risk becoming obsolete. GLC is EO’s flagship leadership event, offering unparalleled learning and networking opportunities. Information from this post originally appeared on [link].

disruption 130

disruption incumbents leadership innovation 130

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

JANUARY 28, 2021

What opportunities are fading as the space matures? We have seen 20 creator led learning platforms across “preK to Gray” learning in addition to incumbents like Teachable and very few have an ability to build a moat in my view. What opportunities are fading as the space matures? How has edtech’s boom impacted your dealmaking?

education 134

education venture capital ventures opportunity 134

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

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

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

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 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 financing finance 97

TechCrunch

SEPTEMBER 17, 2022

For me, there was a huge opportunity in a space that the incumbents were not able to capture because a lot of it is the economics of their model and misaligned incentives.The world continues to unfortunately be made up of haves and have nots….There TC: Was it worth it for you to get a charter as a company? And if so, why?

incumbents 123

incumbents sustainability health capital 123

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

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

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