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The Innovator's Dilemma for SaaS Startups

Tom Tunguz

These distribution advantages take many forms: a simpler product (Box vs Sharepoint); mobile app store distribution (Expensify vs Concur); content marketing (Zendesk vs Oracle/Peoplesoft). In short, new startups leverage a distribution advantage to acquire SMB customers at scale. Inside Outside. Annual Investment, $M 0.75