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Broad horizontal tech platforms eventually all get unbundled.
Knowing which categories are ripe for unbundling is like a cheat code for startup success.
New post with @jeff_jordan on what’s happening now and the next great unbundling.
tl;dr 👇
a16z.com/2019/09/11/pla…
Knowing which categories are ripe for unbundling is like a cheat code for startup success.
New post with @jeff_jordan on what’s happening now and the next great unbundling.
tl;dr 👇
a16z.com/2019/09/11/pla…
... but , as always, first please note that none of the following should be taken as investment advice. See a16z.com/disclosures for more info...
The OG of unbundling (ebay and craigslist) led to billions of dollars in market cap.
Craigslist & eBay --> Airbnb, Zillow, Tinder, Upwork, OfferUp, etc.
Craigslist & eBay --> Airbnb, Zillow, Tinder, Upwork, OfferUp, etc.
We're currently experiencing the next generation of unbundling as the behemoth platforms of the 2000s get picked apart.
Youtube --> TikTok, Twitch, MasterClass, Overtime, etc.
Zillow --> OpenDoor, Compass, FlyHomes, etc.
Youtube --> TikTok, Twitch, MasterClass, Overtime, etc.
Zillow --> OpenDoor, Compass, FlyHomes, etc.
One of the most attractive targets for the next great unbundling in LinkedIn.
A broad horizontal platform for jobs just doesn't make sense anymore.
LinkedIn & Indeed --> ???
It's nascent but lots of talented teams going after this.
It's next great unbundling.
A broad horizontal platform for jobs just doesn't make sense anymore.
LinkedIn & Indeed --> ???
It's nascent but lots of talented teams going after this.
It's next great unbundling.
And also why we're so excited about @JoinIncredible.
The healthcare vertical is just the first shoe to drop.
The healthcare vertical is just the first shoe to drop.
