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13 results for “market disruption”
...And because of the benefits of software, we were able to fundamentally change the usage patterns in the data center. And once you start to change the usage patterns and the behaviors of the practitioners, then you get locked in and the disruption is
2:57 / 4:05
from transcript2:57 – 4:05
we can talk about examples where that's most in practice today. You know, Sarah and Kimberly from our side led investment investments in Decagon. Customer service is the most obvious one where you can certainly price based on completion of a task. It
23:10 / 24:19
from transcript23:10 – 24:19
...a technology disruption, but, like, even just catering to, like, a new base. I Yeah. I mean, I guess side, the marketing side, the sales side, the Yeah. Yeah. What you said is spot on because when you're talking only to your best customers, by defini
9:00 / 10:08
from transcript9:00 – 10:08
...of disruption that is coming for these companies, business model shift is number one. And so we can talk about examples where that's most in practice today. You know, Sarah and Kimberly from our side led investment investments in Decagon. Customer se
22:30 / 23:48
from transcript22:30 – 23:48
...of disruption that is coming for these companies, business model shift is number one. And so we can talk about examples where that's most in practice today. You know, Sarah and Kimberly from our side led investment investments in Decagon. Customer se
24:41 / 25:51
from transcript24:41 – 25:51
...of the market. But as it sort of evolves, it goes up the power curve and eventually disrupts even the incumbents. So originally, the incumbents don't pay attention to it, because it looks like a toy and then eventually disrupts everything and eats th
30:46 / 31:49
from transcript30:46 – 31:49
The the software industrial complex, as I call it. Right? That's like a three and a half, four trillion dollar industry. It grows by 10% a year. So every year it's adding 300,000,000,000 of quote, unquote enterprise value. Is that value that is being
26:59 / 28:05
from transcript26:59 – 28:05
Customer service is the most obvious one where you can certainly price based on a completion of a task. It's better, faster, cheaper value prop to customers. So if you are going to compete with a seat based customer service thing, look out. That's ha
25:28 / 26:43
from transcript25:28 – 26:43
...for a market to be efficient. The market was incredibly inefficient since 2010. Artificially suppressed rates, a regulatory regime that, you know, disallowed any form of M and A and consolidation. Now that those constraints are lifted, you're going t
1:02:58 / 1:04:01
from transcript1:02:58 – 1:04:01
Yeah. Innovation or disruptive technology is not sufficient. It was very disruptive. If you're an abacus maker or or a Monroe calculator maker, it puts you out of business. Very disruptive, but completely went out of business after a while and then h
8:14 / 9:17
from transcript8:14 – 9:17
to understand where the founder is on that journey and how much they're implementing from the ground up. And, you know, what you said in terms of blowing up existing operations, that's also happening in post AI companies too. And increasingly, people
10:28 / 11:32
from transcript10:28 – 11:32
...disruption in the sense of, like, we expect that the incumbent has to lose Right. This new startup. And that never happens. It never happens. And so it it's the it's the whole radio, TV, you know, theater, you know, movie analogy. And it's like it's
41:49 / 43:47
from transcript41:49 – 43:47
there's a another dynamic where every vendor can basically increase the amount of SKUs they offer rapidly, massively. And so if you are a platform vendor of choice and you sell a bunch of software in this domain, chances are everyone in the in the ne
49:27 / 50:41
from transcript49:27 – 50:41
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