At my firm, New Enterprise Associates (NEA), we think a lot about the ingredients to creating huge companies – disruption, great entrepreneurs, big markets. The disruption aspect is interesting as this has evolved over the years – in the 80’s and 90’s, much of the disruption was really technology based (a new molecule, a new piece of code, a new piece of hardware). Now, disruption comes in a lot of ways – business models, go-to-market, value chain, market evolutions, as well as pure technology.
One disruption that has happened is the new wave of enterprise technology companies that have hit the public markets over the past 18 months. Each are innovators in their own sectors, but as a group, they are shaking up the public markets in a very positive way.
To read the original article: Recent Lessons for a VC | Entrepreneurship Blog
