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Tomer Tunguz 博客(VC 分析)·· 6 小时前AI 评分20

创业公司如何反向拆解 Clay Christensen 的市场颠覆框架

Startup playbook - Reverse-engineering Clay Christens’s market disruptions

AI 导读

针对 Clay Christensen 与 Maxwell Wessell 在 HBR 提出的五种市场竞争壁垒,Tomer Tunguz 将其反向拆解为创业公司的颠覆手册:惯性壁垒、技术实现壁垒、生态壁垒、新技术壁垒与商业模式壁垒。

正文

In short : Explore how startups can apply Clay Christensen's disruption framework to navigate market barriers and achieve success.

In this month’s HBR, Clay Christensen and Maxwell Wessell published an article targeted to the CEOs of large companies on how to prevent disruption to their businesses.

They point to five major barriers to competition in a market listed in increasing order of difficulty to assail. Instead of reviewing the incumbent’s strategy, I’m going to flip these around to reverse engineer these defenses and build a startup’s playbook for disruption with examples from our portfolio.

  1. The inertia barrier: When entering a market, a startup has to convince a customer the value of switching is greater than the switching costs including building a new relationship, implementing a new provider and training.
  2. The tech-implementation barrier: Startups should leverage their nimbleness and focus to bring a better product to market faster. Ex. Expensify is building a mobile-first expense reporting solution with great OCR and a better customer experience. By iterating quickly and responding to customer needs, Expensify is outpacing its competition and winning market share.
  3. The ecosystem barrier: Products don’t exist in a vacuum. Startups need to build and master their go-to-market strategy. This means building core competencies in sales and marketing, in addition to striking the right partnerships. Ex. Electric Imp must build an ecosystem of vendors to succeed. Without OEMs integrating our technology, the company cannot get their product to market.
  4. The new technologies barrier: Sometimes, startups have to develop new technologies to enter a market. This is particularly true when incumbents are already competing with each other with commodity goods and use price as a differentiator. Ex. Pure Storage has built software to enable cheaper, but more failure-prone consumer flash drives to achieve the quality of service enterprises demand.
  5. The business model barrier: By radically altering the cost of sales or cost to serve a customer, startups can decimate incumbents. Ex. Netflix’s DVD distribution business didn’t require the massive capex and real estate investment of Blockbuster. ThredUp is challenging brick-and-mortar consignment in the same way.

The linchpin of every business is deeply understanding customer needs and building a product that solves problems. Combining a passion for the right design with a play from the playbook above is key to disrupting a market.

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来源:Tomer Tunguz 博客(VC 分析) · tomtunguz.com