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Bundling and Unbundling?Need business ideas?
“Gentlemen, there are only two ways I know of to make money: bundling and unbundling.” - Jim Barksdale
Unbundling new Markets, who is doing what...Thread
Firstly, It is important to understand the economics of bundling. Chris Dixon( @cdixon) has written the definitive piece on the topic. https://cdixon.org/2012/07/08/how-bundling-benefits-sellers-and-buyers
"Where It all begin?"
In 2010, @andrewparker from @sparkcapital took a look at the marketplace startups carving out niches from craigslist.
https://thegongshow.tumblr.com/post/345941486/the-spawn-of-craigslist-like-most-vcs-that-focus
In 2010, @andrewparker from @sparkcapital took a look at the marketplace startups carving out niches from craigslist.https://thegongshow.tumblr.com/post/345941486/the-spawn-of-craigslist-like-most-vcs-that-focus
"EMR"
As more and more hospitals and clinics get used to the idea of moving their data to the cloud.
We will start seeing many startups biting off small chunks of the EMR.
https://getreferralmd.com/2013/10/healthcare-emr-software-vs-craigslist/
As more and more hospitals and clinics get used to the idea of moving their data to the cloud. We will start seeing many startups biting off small chunks of the EMR.
https://getreferralmd.com/2013/10/healthcare-emr-software-vs-craigslist/
"Shipping and Logistics"Titans like FedEx and UPS being unbundled by startups.
https://www.linkedin.com/pulse/startups-unbundling-fedex-ups-logistics-industry-michael-dempsey
There's big money in the delivery business.
"Facebook"
It seems like Facebook is the company that many entrepreneurs are trying to carve niches out of.https://medium.com/@kanyemouse/facebook-unbundled-ed3921ec74ad
"Linkedin"LinkedIn is the new craigslist.
https://digitalnative.substack.com/p/internet-niches-unbundling-youtube
2)
"Higher Education"
Some problems are so hard they need to be solved piece by piece.
From alumni networking to grad school research to undergraduate admissions, here’s how higher education is being unbundled.
"Higher Education" Some problems are so hard they need to be solved piece by piece.From alumni networking to grad school research to undergraduate admissions, here’s how higher education is being unbundled.
"Future of work, online staffing, and the gig economy" https://www.linkedin.com/pulse/unbundling-upwork-patrick-linton?trk=public_profile_article_view
https://www.150birds.com/post/unbundling-the-marketing-workspace
"Reddit"The broad networks are everything to everyone, the niche ones are something special to a certain group.
https://digitalnative.substack.com/p/internet-niches-unbundling-youtube
https://latecheckout.substack.com/p/the-guide-to-unbundling-reddit
"Youtube" 
YouTube’s scale and variety make it vulnerable to vertical disruptors.
https://digitalnative.substack.com/p/internet-niches-unbundling-youtube
YouTube’s scale and variety make it vulnerable to vertical disruptors.
https://digitalnative.substack.com/p/internet-niches-unbundling-youtube
"Healthcare" 
How is care being unbundled?
https://medium.com/@max.luo94/the-unbundling-of-healthcare-29c7206ae543
How is care being unbundled?
https://medium.com/@max.luo94/the-unbundling-of-healthcare-29c7206ae543
"Financial services"
The Financial Services Application market was valued at USD 103.99 billion in 2019. 
Expected to reach USD 164.01 billion by 2025, at a CAGR of 7.89% over the forecast period 2020 - 2025.
The Financial Services Application market was valued at USD 103.99 billion in 2019.
Expected to reach USD 164.01 billion by 2025, at a CAGR of 7.89% over the forecast period 2020 - 2025.
"Smart home" 
Home is where the startups are.
https://www.cbinsights.com/research/industry-market-map-landscape/#IoT%20security
Home is where the startups are.
https://www.cbinsights.com/research/industry-market-map-landscape/#IoT%20security
"HR TECH STARTUPS" 
HR Tech industry for 2020 ranges from $16.254 billion - $16.586 billion. @CBinsights
HR Tech industry for 2020 ranges from $16.254 billion - $16.586 billion. @CBinsights
"Sales" 
The sales stack ties the sales pipeline to the technologies enabling the sales reps at each stage in the sales process. @CBinsights
The sales stack ties the sales pipeline to the technologies enabling the sales reps at each stage in the sales process. @CBinsights
"Autonomous vehicles" 
Startups looking to make AVs more advanced, less costly, and easier to scale.
https://www.cbinsights.com/research/startups-drive-auto-industry-disruption/
https://alexdanco.com/2019/11/26/the-car-bundle/ @Alex_Danco
Startups looking to make AVs more advanced, less costly, and easier to scale.
https://www.cbinsights.com/research/startups-drive-auto-industry-disruption/
https://alexdanco.com/2019/11/26/the-car-bundle/ @Alex_Danco
"Excel" 
The economy runs on spreadsheets.
https://foundationinc.co/lab/the-saas-opportunity-of-unbundling-excel/ @FoundationIncCo
The economy runs on spreadsheets.
https://foundationinc.co/lab/the-saas-opportunity-of-unbundling-excel/ @FoundationIncCo
"G-Suite" 
G-suite’s lack of attention offers an opportunity.
https://foundationinc.co/lab/unbundling-gsuite @foundationinc
G-suite’s lack of attention offers an opportunity.
https://foundationinc.co/lab/unbundling-gsuite @foundationinc
"ERP" 
The unbundling will start with innovators proposing SaaS and platforms to midsize companies.
SAP website and its 80 different pieces of software.
https://renan-devillieres.medium.com/manufacturing-the-new-it-stack-unbundling-the-erp-b5c42d302099
The unbundling will start with innovators proposing SaaS and platforms to midsize companies.
SAP website and its 80 different pieces of software.
https://renan-devillieres.medium.com/manufacturing-the-new-it-stack-unbundling-the-erp-b5c42d302099
"Zoom" 
Video is the best solution for jobs that require establishing a closer human connection.
https://medium.com/swlh/the-verticalization-of-zoom-eb61a79d1cad
Video is the best solution for jobs that require establishing a closer human connection.
https://medium.com/swlh/the-verticalization-of-zoom-eb61a79d1cad
Additional Reading...
"AWS"- https://www.tclauson.com/2019/09/11/Unbundling-AWS.html
https://coda.io/@shishir/four-myths-of-bundling
https://a16z.com/2019/09/11/platforms-verticals-unbundling/
https://stratechery.com/2017/the-great-unbundling/
https://www.cbinsights.com/research/industry-market-map-landscape/
I’d love to hear on Twitter what unbundlings you’ve observed in the past and which you predict for the future!
"AWS"- https://www.tclauson.com/2019/09/11/Unbundling-AWS.html
https://coda.io/@shishir/four-myths-of-bundling
https://a16z.com/2019/09/11/platforms-verticals-unbundling/
https://stratechery.com/2017/the-great-unbundling/
https://www.cbinsights.com/research/industry-market-map-landscape/
I’d love to hear on Twitter what unbundlings you’ve observed in the past and which you predict for the future!
"Game-Tech" 
Social features such as live streams, chats, and virtual worlds have also recently helped gaming and e-sports platforms attract new types of audiences.
https://www.cbinsights.com/research/gaming-startups-market-map-expert-intelligence/
Social features such as live streams, chats, and virtual worlds have also recently helped gaming and e-sports platforms attract new types of audiences.
https://www.cbinsights.com/research/gaming-startups-market-map-expert-intelligence/
"Creator Economy" 
Creators earned a baseline of $6.8 billion on the nine platforms in 2017. That number rose by ~$1B a year, every year (or 10-15% year-over-year).
https://www.signalfire.com/blog/creator-economy/
Creators earned a baseline of $6.8 billion on the nine platforms in 2017. That number rose by ~$1B a year, every year (or 10-15% year-over-year).
https://www.signalfire.com/blog/creator-economy/
"Search" 
The user interface of search is changing.
Vertical search engines are taking over search. https://www.forbes.com/sites/konstantinebuhler/2021/01/12/startup-opportunities-in-ai--the-unbundling-of-search/
The user interface of search is changing.
Vertical search engines are taking over search. https://www.forbes.com/sites/konstantinebuhler/2021/01/12/startup-opportunities-in-ai--the-unbundling-of-search/
