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I thought your grandparent post was being facetious, but are you being serious with this one? Here's off the top of my head: Airbnb, Xiaomi, Flipkart, Pinteres
by dharmon 10y ago
I thought your grandparent post was being facetious, but are you being serious with this one?
Here's off the top of my head: Airbnb, Xiaomi, Flipkart, Pinterest, Snapchat (if you count instagram as a competitor), Zenefits, Didi until last week, Dropbox, Theranos, Snapdeal, Slack.
Now that I think about it, it's probably much harder to come up with unicorns that do have a monopoly.
- Animats 10y agoAirBnb vs HomeAway is bigger than 2:1. [1] Xiaomi is a cell phone manufacturer, in an established industry. In the social space, Facebook towers over Pinterest, Snapchat, Instagram, etc. Zenefits is indeed in a competitive space. It's in B2B, where crushing the competition is harder because of lock-in. Theranos may have a value of zero. Shopping cart companies (Flipkart, Snapdeal, Alibaba) tend to be nation-oriented, so you have to look at them country by country. Slack and Atlassan do seem to be in the 2:1 range. Again, B2B with lock-in. [1] http://fortune.com/2014/03/12/growing-quietly-in-airbnbs-shadow/ http://fortune.com/2014/03/12/growing-quietly-in-airbnbs-sha...
- dharmon 10y agoI wasn't thinking HomeAway, I was thinking every hotel chain out there. You said within 2:1, so Pinterest and Snapchat definitely qualify if you are counting their competitor as Facebook. Unless you meant 1:2, which doesn't make sense for your argument. Sounds like you agree then that Thiel's "You must be a monopoly" argument is bunk? Haha, I'm still confused by your comments.