big companies

6 statements across 6 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Oct 28, 2015 by Marvin Liao · across every show →

Everything said about big companies, oldest first

Oct 28, 2015 negative
Insight
Liao: Using M&A as R&D fails for most large tech companies
“I mean M&A is hard in, in general. I think most big companies are not good at M&A. I think like Cisco used to have a good reputation for doing good M&A. Boy, Facebook I think has done a great job. I think in the last week they'll be done. But outside of that, …”
Marvin Liao Oct 28, 2015 ▶ 22:11 20 VC 083: 500 Startups Week: New Funds, Startup Mentoring and Dave's Masterplan with Marvin Liao, Partner @ 500 Startups
Oct 26, 2018 bearish
Prediction Not checkable as stated
Libin: Big Tech's Data Advantage Will Be a Big Nothing in Five Years
“So I think over the next, like, five years, this, like, alleged entrenched data advantage of big companies will turn out to be, you know, a big nothing.”
Phil Libin Oct 26, 2018 ▶ 13:59 20VC: Phil Libin on Why The Concept of A Silicon Valley Style Startup Is Made To Benefit VCs, Why The Very Structure of Companies Is Outdated and Inefficient & What It Means To Build The Netflix of Product
Nov 2, 2020 positive
Prediction Not checkable as stated
Eggers: Startups, not big corporations, will solve climate change
“I do think that climate change is going to be solved by technology, largely, and by people changing their daily routines, but technology is key, and I don't think it's going to be necessarily solved by the big companies. I think the solutions are going to come…”
Barry Eggers Nov 2, 2020 ▶ 7:08 20VC: The Implications of a Biden vs a Trump Administration on Venture and Startups, How The Rise of Rolling Funds, SPACs and Solo Capitalists Will Impact Venture & What We Can Do To Swing the Race Pendulum in VC with Barry Eggers, Founding Partner @ Ligh
Aug 7, 2025
Insight
Rory O'Driscoll: SMBs want enterprise software features, but tightly packaged and priced
“Anything the big companies have, the small and mid-sized companies want too. They're not different. They just need it packaged tightly and priced tightly so they consume, consume of it in bite-sized chunks.”
Rory O'Driscoll Aug 7, 2025 ▶ 54:03 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Dec 4, 2025 neutral
Insight
Lemkin: Big Tech Companies Struggle to Sustain Small AI Initiatives
“One thing that hasn't changed is in the age of AI is big companies only have so many priorities. They can introduce a lot of little, little tests, but at the end of the day, it takes a lot of energy in a big company to Keep a big initiative going because there…”
Jason Lemkin Dec 4, 2025 ▶ 44:44 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
May 23, 2026 negative
Opinion
Peets: Tech companies deploy forward engineers to cover for weak core products
“I mean, I know a lot of people that think forward deployed engineers simply make up for a shitty product. There's, and there's something to that, right? I mean, like, look, you're basically, and I won't mention companies here, but there's big companies out the…”
Chad Peets May 23, 2026 ▶ 16:53 Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
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