What are some examples in the DBNT category that created unicorn startups? I know lots of DBNT that happened inside of large companies (e.g. Bell Labs). What are some examples of cases where the companies were able to create massive market share from scratch?
Common examples of DBNT were really just DOTB:
Google -> not the first search engine
Apple -> not the first computer/music player/touch phone
Coming up with the idea of a portable personal computing device is easy. It's even possible to manufacture it (e.g. the Apple Newton). However it won't affect people's lives until it is quite polished. Similarly figuring out that people want to stream all their music is easy. The innovation in getting it to work, overcoming complex technological and social barriers is hard to explain to outsiders and less obvious. But it opens up these 'old things' to new people who couldn't access them before.
For another unicorn, clearly opening up new things to people: Oculus, though it wasn't the first virtual reality headset.
I don't think you can look at DBNT in the vein of first to try. I think what A16Z is saying is are the things you're doing common activities in the existing population.
So Google was just another search engine, therefore, it was DOTB
Apple, computers were not mainstream, the others can be debated. So Apple computer was DBNT.
Before Spotify streaming of any music you wanted (almost) was not mainstream, therefore they were DBNT
NVIDIA...I'm not sure I can comment, sure, they weren't the first GPU, but did they push the industry to be able to do things that couldn't be done before? Or were they just riding the adoption curve? Anybody able to answer that?
Common examples of DBNT were really just DOTB:
Google -> not the first search engine
Apple -> not the first computer/music player/touch phone
Spotify -> not the first music streaming platform
Nvidia -> not the first GPU