Winning Your Niche: Founder vs VC Perspectives

Name: Winning Your Niche: Founder vs VC Perspectives
Uploaded: 2023-06-16T09:50:19+00:00
Duration: 32 s
Channel: Jason M. Lemkin
Description: Jason M. Lemkin argues that markets don't always consolidate to one winner. Founders can win by owning a niche like SMBs or e-commerce verticals instead…

16 Jun 2023 · 1 min

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Jason M. Lemkin argues that markets don't always consolidate to one winner. Founders can win by owning a niche like SMBs or e-commerce verticals instead of competing across the whole category. You need a clear reason why you'll beat rivals in your specific segment.

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What happens in a world then when the Postmates effect isn't true? There's two ways of looking at it. There's the, there's the VC perspective and the founder's perspective. Okay. You don't always have to directly compete with someone else in your category. You can, you can own a segment of it, right? You can own the SMB segment or the mid-market, or you can be focused on e-commerce or a different vertical. So categories have more rooms for number one than sometimes VCs realize, right? I think you have to have, as founders, you have to have conviction about why you will truly win. The competition side finally matters again. Like, why Why will you win?