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The VC tide has gone out. A real innovation wave is now arriving.

Founders Coop

The GFC kicked off the most sustained period of fiscal and monetary stimulus in modern times. But VC bubbles deflate slowly. 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
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The Uber that Never Was

This is going to be BIG.

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. That’s who really should be driving this—because that’s who the bosses of the VCs are. Not only that, we have other portfolio companies to worry about.

culture 314
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Why We’re Looking to Fund Stuff With More Meaning

Both Sides of the Table

Since the majority of VC returns come from a small number of deals, “obvious” investments seldom return such incredible multiples. They point out perceived market risks, they might question the management team’s experience, they might worry about regulatory risk or incumbent competitive powers.

funders 362
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SG’s Equatorial Space bags $1.5m in Seed funding

AsiaTechDaily

The company’s aim is to enable space access at greatly reduced risk, cost, and environmental impact compared to incumbent solutions. VC is a Singapore-based early-stage VC fund investing in technologies of the future and founders that create emergent industries with a global impact. million in seed funding led by Elev8.VC.

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Why Draper Esprit doubled down on its status as a publicly listed VC

TechCrunch

In a perfect world, the answer is no, because realizations equal investments, so you are self-sustaining. You have large incumbents with very outdated systems, but a very loyal and a very high degree of trust customer base. And should we now expect to see Draper Esprit raise more capital per annum?

VC 102
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Data-driven iteration helped China’s Genki Forest become a $6B beverage giant in 5 years

TechCrunch

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 tech revolution hasn’t yet affected the bottled beverage industry quite as much as it has others.

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6 VCs explain why embedded insurance isn’t the only hot opportunity in insurtech

TechCrunch

And given the current emphasis on achieving cost efficiency to extend runways in the broader startup ecosystem, it appears investors are open to insurtech startups that can build a sustainable business model, regardless of it including embedded insurance. And their huge customer base could be a competitive edge.