Differentiation Internet Mobile Vertical 
VC Cafe
MARCH 1, 2024
Companionship Differentiated value prop vs. generalist chat products – AI companion products hat specialise in content that mainstream models aren’t good at (or don’t allow), like fictional role plays or erotica. Verticalized Video Understanding – machine interpreted video. It’s time to build!
Version One Ventures
JULY 21, 2020
At that time, Version One was a generalist firm, investing in consumer Internet, e-commerce, SaaS and mobile companies. However, most businesses are looking for network effects, so they are less of a differentiator than they were a decade ago. “Backing the next generation of mission-driven founders”. Fast forward to today.
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View from Seed
FEBRUARY 1, 2017
Its hard to imagine that the voice ecosystem will look anything like the mobile-app layer, or for that matter the early world of early e-commerce marketplaces. Because voice activation may require users to know both what they want and who provides it, today’s leading brands in any given vertical will have a huge advantage.
The Next Web
FEBRUARY 24, 2014
As is the case in other countries with a relatively new, rapidly growing tech sector, e-commerce is Russia’s fastest growing vertical. However, in terms of the complexity of deal making and buoyancy of the Russian VC market, there is little to differentiate it from the West. Russian tech: Sectors to watch. billion in the UK and $5.5
Hearpreneur
JUNE 26, 2016
We realized that the cost of manufacturing of trailers needed to come down and as a result we’ve decided to vertically integrate the manufacturing and building of STERLINGS trailers in Mexico. Our company develops our own POS system which would cater the needs of mobile businesses. 5 – Idle Capital. Photo Credit: Alani Kuye.
Mucker Lab
DECEMBER 2, 2015
Most brilliant “Internet of Things” ideas are quicksand for capital unless you have the branding, vertical integration and customer lock-in that Apple achieved. However, the rise of the Internet equalized if not flipped the ratio as the web (and mobile) created a new product category and distribution platform.
abovethecrowd.com
FEBRUARY 27, 2019
Fortunately, the rise of the Internet, and specifically Internet marketplace models, act as accelerants to the productivity benefits of the division of labour AND comparative advantage by reducing information asymmetry and increasing the likelihood of a perfect match with regard to the exchange of goods or services.
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