Thread by @TheCoolestCool, Jim Barksdale once said: “Two ways to make money in tech: bundling [...]

Jim Barksdale once said: “Two ways to make money in tech: bundling & unbundling.” It's true.

Systems get unbundled.
Platforms get unbundled.
Companies get unbundled.

This thread will highlight essays & articles covering the unbundling of various companies & systems.

The Unbundling of Craigslist (The OG unbundling)

https://thegongshow.tumblr.com/post/345941486/the-spawn-of-craigslist-like-most-vcs-that-focus

Unbundlers: @Airbnb, @StubHub, @Etsy, @zillow

The Unbundling of Craigslist (The OG unbundling) https://thegongshow.tumblr.com/post/345941486/the-spawn-of-craigslist-like-most-vcs-that-focusUnbundlers: @Airbnb, @StubHub, @Etsy, @zillow

The Unbundling of GSuite via @FoundationIncCo:

https://foundationinc.co/lab/unbundling-gsuite

Unbundlers: @Airtable, @NotionHQ, @coda_hq, @zoom_us, @Box, @evernote

The Unbundling Of G Suite - The SaaS Opportunity

G Suite is being unbundled by market giants and up and coming incumbents. We share why the unbundling is happening & examples of SaaS brands taking advantage.

https://foundationinc.co/lab/unbundling-gsuite

The unbundling of LinkedIn via @jefffluhr:

https://medium.com/craft-ventures/linkedin-is-the-new-craigslist-39e71238e995

And via @briannekimmel:

https://wfh.substack.com/p/why-the-next-professional-network

Unbundlers: @Hired_HQ, @Elpha, @the_wing, @JoinIncredible, @rigup

The Unbundling of Udemy via @gregisenberg:

https://latecheckout.substack.com/p/the-unbundling-of-udemy

The Unbundlers: @Masterclass , @makerpad, @superhi_ & more..

The Unbundling of Udemy

Millions of people are looking to learn new skills online yet current platforms like Udemy lack the community and topic-based interaction necessary to build truly immersive educational experiences....

https://latecheckout.substack.com/p/the-unbundling-of-udemy

The Unbundling of AWS:

https://www.tclauson.com/2019/09/11/Unbundling-AWS.html

Mentioned unbundlers: @SaltStack , Terraform, Ansible, @datadoghq & @Dynatrace..

The Unbundling of AWS: https://www.tclauson.com/2019/09/11/Unbundling-AWS.htmlMentioned unbundlers: @SaltStack , Terraform, Ansible, @datadoghq & @Dynatrace..

The Unbundling of Excel via @FoundationIncCo :

https://foundationinc.co/lab/the-saas-opportunity-of-unbundling-excel/

Unbundlers: @zoho @asana @Workday @mondaydotcom @todoist @Smartsheet @teampay @freshbooks

The Unbundling of Excel via @FoundationIncCo : https://foundationinc.co/lab/the-saas-opportunity-of-unbundling-excel/Unbundlers: @zoho @asana @Workday @mondaydotcom @todoist @Smartsheet @teampay @freshbooks

The Unbundling Of Reddit:

https://latecheckout.substack.com/p/the-guide-to-unbundling-reddit

Unbundlers: @doximity, Indie Hackers, StadiumLive, @Nextdoor, @goodreads

The Guide to Unbundling Reddit

Every few years a great unbundling occurs In 2010, Andrew Parker wrote a defining post about the "unbundling" of Craigslist where he outlined the opportunity to carve out niche products from broad...

https://latecheckout.substack.com/p/the-guide-to-unbundling-reddit

The Unbundling of The VC Industry via @naval:

https://nav.al/the-unbundling-of-the-venture-capital-industry

Unbundlers: @AngelList

The Unbundling of the Venture Capital Industry

People often mock Super-Angels as being impure because they invest other people’s money. We also often get asked “What are VCs and Seed Funds doing on AngelList?” (They’re clearly marked, by the way,...

https://nav.al/the-unbundling-of-the-venture-capital-industry

The Urban Unbundling via @BethanVincent: