Video · 4 min
Why the Next Big Thing Will Look Like a Toy
Chris Dixon · Andreessen Horowitz Free Intermediate
The same argument as the essay, but spoken, if you would rather watch than read. Dixon walks through real markets that looked tiny and then compounded into the main event. Good to send a co-founder or investor who doubts your small starting point.
- Disruption starts in a market too small for incumbents to care.
- Growth rate is the signal, current size is the distraction.
- Toys become platforms when the underlying trend keeps compounding.