5 Companies Ripe For a Takedown in 2012
04 Jan 2012
My take on this article (which I enjoyed a lot):
- GoDaddy? Totally agreed they are ready for a takedown, but I doubt that a new company will do it. The domain industry is too entrenched and the focus is on cannibalization and a race-to-the-bottom with prices (in relation to the minimum registration fees) tied into upsales. Don’t bother.
- Craigslist? There are several companies vying for taking them out. I for one like the mobile-based sales solutions like Antengo. I have plans for hitting another of Craigslist’ segments and I’m sure other startups are piling into this. Focus on making something really unique, not just a better listings site/app.
- Ticketmaster? This is a really hard one, considering just how much power Ticketmaster enjoys in the market. If you want to take them on, make sure you have a lot of money and one hell of a better mousetrap - you’ll need it.
- PayPal? Stripe, Kout.me, etc. This is, surprisingly, an easy segment to take down. Get in while you can by playing for a niche and grabbing customers with a much better product for your type of customer. Focus on a type of payment, not all payments online; fragmentation of this industry based on verticals is the future here.
- Enterprise Software? Yes, there is a lot that can be done here, and there is a great opportunity. However, look beyond the simple notion of providing tools to business customers. The future here is looking for small/mid-size tools that underpin large segments of industries- that is the way to scale in B2B Enterprise.
Just my $0.02