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Understanding How The Innovator’s Dilemma Affects You

Both Sides of the Table

I cannot recommend it enough for people in the technology or media sectors. Many people bandy about the definitions of “disruptive technology&# or “the innovator’s dilemma&# without ever having read the book and almost universally misunderstand the concepts. I’ve characterized it in a chart below.

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The next wave of supply-chain innovation will be driven by startups that help incumbents win

TechCrunch

For years, the prevailing narrative for innovation in supply chain has focused on the disruptors: Upstarts that enter the industry with new technologies and business models to displace incumbents. Enablers take on the unglamorous role of helping incumbents stay relevant. The quiet engines driving transformation.

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The Opening

A VC: Musings of a VC in NYC

Until you have billions of consumers around the world using a technology, you don’t have a new wave to ride. So the existing incumbents are the defensive line. And they are not taking on any of the incumbents directly. It wasn’t DeFi, although that has also been huge. In slow motion. They look impenetrable.

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Why Reed Hastings Should be Applauded for Netflix Split

Both Sides of the Table

Incumbents can’t react. The reason that incumbents can’t react is that their revenue and defensibility are continued by serving the high-end of the market for which it would take too much time & money for any competitors to effectively challenge. If you haven’t read his book please do yourself a favor and buy it.

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Israeli fintech Personetics raises $85M for tools to help incumbents personalize banking services to compete with neobanks

TechCrunch

Today a startup that is building tools to help incumbent address this challenge is announcing a round of funding on the back of a lot of demand for its services. Altogether Personetics’ technology interacts with some 120 million users across 30 countries. . Names that it can disclose include Metro Bank, Santander, U.S.

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The Future of Corporate Venture Capital

500

In the decade since the Great Recession, we have seen digital upstarts – taking advantage of disruptive technologies from AI to IoT – reshape the economy and the corporate pecking order. How has corporate venture capital changed?

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When AI Favors the Incumbents

Tomasz Tunguz

Incumbents have lept onto advances in generative machine learning more aggressively than any trend in recent technology history. But generative ML differs because incumbents are pushing the envelope. Over the past decade, the most advanced machine learning systems have often been built inside the largest technology companies.