Both Sides of the Table

MAY 27, 2016

I spend hours thinking about the products, competitors, market opportunities, recruiting and financing of these businesses. At heart I’m still a tech nerd from childhood and I love to see how technology is changing business and society. How else can I begin this multi-year journey if I’m not in love? Innovator’s Dilemma.

investing 254

investing investment incumbents culture 254

Andreessen Horowitz

AUGUST 30, 2023

In the background, there was also a profoundly impactful technological revolution called the spreadsheet. With that overview, it’s probably most helpful to think about three kinds of opportunities: Known Knowns, Known Unknowns, and Unknown Unknowns. As technology continues to improve, the answer is an unequivocal “yes.”

opportunity 91

opportunity incumbents finance financing 91

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

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

Hunter Walk

MARCH 3, 2025

In these cases we’re asking ourselves, can this individual/partnership execute a ‘known’ playbook better than incumbents, because it’s not very interesting to put people in business who are going to be Traditional But Average. But we’re interested in taking this risk when the person and opportunity warrants it.

peer-to-peer 79

peer-to-peer VC investing investment 79

TechCrunch

JUNE 16, 2021

It will also use the investment to continue building out its technology, specifically to help build out better, AI-based techniques of processing and parsing pictures that are taken on smartphones — by their nature small in size. There are other companies that have also identified this opportunity.

incumbents 115

incumbents opportunity technology board 115

Entrepreneurs' Organization

APRIL 12, 2019

It’s not about technology and it’s not about business models, but it’s about us,” Brody continues. Along with new competition comes new opportunity. Reinvent your incumbent enterprise before you’re disrupted by another, or you risk becoming obsolete. What technologies are disrupting us, and which should we adopt?

disruption 130

disruption incumbents leadership innovation 130

TechCrunch

JULY 13, 2022

Booz Allen Hamilton, the Virginia-based, defense-focused IT consulting firm, today announced the launch of a corporate venture capital arm, Booz Allen Ventures, that will initially put $100 million toward “strategic” defensive and offensive technologies.

ventures 93

ventures incumbents startup venture capital 93

TechCrunch

SEPTEMBER 7, 2021

When it comes to growing that proportion, however, m obile money — based on simpler technology and with an easier onboarding process — wins out, and it is set to capture more market share faster than traditional banking in the region. Neobanking, based on mobile technology too, falls somewhere in the middle of the two). .”

investing 124

investing investment incumbents networking 124

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.”. His first startup was a successful casual, mostly mobile gaming outfit known as ELEX Technology.

incumbents 129

incumbents networking entrepreneurs opportunity 129

TechCrunch

AUGUST 11, 2021

The technology industry is often thought of as being the domain of the young and the new. 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. Recognize the size of the opportunity of the older adult market.

incumbents 101

incumbents peer-to-peer strategy opportunity 101

Founders Coop

SEPTEMBER 30, 2024

After half a generation of overhyped trivialities, Large Language Models have reminded us what real technological breakthroughs look like. 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. So what’s a founder to do?

VC 143

VC innovation incumbents energy 143

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). The funding gives Mambu a post-money valuation of €1.7

SaaS 126

SaaS incumbents opportunity disruption 126

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 102

peer-to-peer incumbents financing finance 102

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. quickly making real estate technology one of the fastest growing venture asset classes. The connective thread here is the use of technology.

hospitality 100

hospitality real estate peer-to-peer mix-use 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. Clocktower Technology Ventures makes $25M bet on Latin American fintechs. incumbents. “It This round caught our eye for a few other reasons. 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

TechCrunch

FEBRUARY 28, 2022

It might be hard to remember in this age when companies like Facebook are subject to increasing government investigation, but for decades the technology industry generally existed and thrived outside the public eye. If there are no concerns about a technology, then there may also not be a significant opportunity for that technology.

incumbents 89

incumbents innovation technology capital 89

American Entrepreneurship

DECEMBER 20, 2024

The two co-founders leveraged their tech backgrounds to pursue an entrepreneurial opportunity. The technology-driven financing decisions benefit women and minorities who have experienced discrimination in the past when borrowing. Incumbent methods systematically bias against women- and minority-owned businesses.

financing 98

financing finance incumbents construction 98

TechCrunch

MARCH 27, 2022

I recently wrote about a new company called Glean AI , started by former OnDeck and Better.com CFO Howard Katzenberg, which aims to help businesses save money by using machine learning to analyze things like deal terms, line-item data, redundant offerings and negotiation opportunities. Well, that’s it for this week!

ventures 96

ventures technology startup real estate 96

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

DECEMBER 15, 2021

Rebag , which buys, sells and trades luxury items like handbags and accessories, raised a $33 million Series E round following a year of technology development and category expansion. Gorra cites the company’s ability to triple its sourcing capabilities after launching its Clair AI and Clair Trade technology in 2020.

peer-to-peer 97

peer-to-peer capital innovation incumbents 97

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. The funds — coming from a single investor, Motive Partners — values Backbase at €2.5 billion ($2.6 billion).

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

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

JANUARY 16, 2021

What are some overlooked opportunities right now? SaaS models and cloud technologies have eliminated some of the barriers for Israeli companies and enable companies to quickly set up and set up a proof of concept. How should investors in other cities think about the overall investment climate and opportunities in your city?

startup 141

startup SaaS mix-use opportunity 141

TechCrunch

MAY 11, 2021

It’s raising a $30 million Series B, led by TransUnion — one of the largest incumbents in an industry that Spring Labs is looking to shake up. They see a lot of opportunities to leverage our technology,” he said. We’re exploring standing up unique information sharing networks.”.

collaboration 95

collaboration incumbents networking disruption 95

TechCrunch

SEPTEMBER 7, 2021

technology industry, in particular in the upper ranks of it, it’s a notable detail worth pointing out, even as I hope that one day it will be less of a rarity. Shift Technology raises $220M at a $1B+ valuation to fight insurance fraud with AI. “They are big companies and stuck in their ways. Change is not happening quickly.”

incumbents 87

incumbents technology startup strategy 87

Tomasz Tunguz

AUGUST 8, 2019

AI or Machine Learning is a new technology that will benefit nearly every type of sector and we’re still in the very earliest innings. FinTech - challenger banks, new electronic stock brokers, AI-powered investment advisors; startups are besieging the incumbents of this regulated world and assailing them in ever greater numbers.

startup 112

startup incumbents media opportunity 112

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

Andreessen Horowitz

OCTOBER 16, 2023

With massive annual technology budgets and scaled distribution, the largest FIs are the ideal end-buyers. This is because FIs have long relied on painstaking manual operational processes to accomplish their goals, eschewing technology for human labor. This is when the buyers ask “does this product really work?”

frameworks 112

frameworks incumbents leadership advice 112

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

SEPTEMBER 29, 2021

Successful startups will inevitably draw the attention of powerful incumbents in their industry. Your advantage is that you can add value to your core technology and get it into the hands of customers faster than an existing large corporation usually can. For startup founders, these words aptly describe the road ahead.

startup 90

startup incumbents creativity disruption 90

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 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

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

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