big tech companies

also referred to as: the big tech companies

7 statements across 6 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Feb 26, 2021 by Patrick Spence · across every show →

Everything said about big tech companies, oldest first

Feb 26, 2021 neutral
Insight
Spence: Every tech company must partner with Big Tech platforms
“Every company in tech right now Has to be partnering with the big tech companies, right? Because there's lots of great services there that customers want.”
Patrick Spence Feb 26, 2021 ▶ 28:10 20VC: Sonos CEO Patrick Spence on His Biggest Lessons Building and Growing Blackberry, The Right Way to View Competition and Innovation Cycles & How To Make The Transition From COO To CEO Most Effectively
May 3, 2023 bearish
Opinion
Hankes: AI Startups Will Struggle to Compete With Fast-Shipping Incumbents
“And so if you're a startup, I get that you have the advantage of speed, but you need a multi-year execution window to be able to take advantage of all that product you can ship quickly. If these big companies are able to ship this quickly, they've got so much …”
Vince Hankes May 3, 2023 ▶ 26:29 Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
Mar 1, 2024 negative
Opinion
Quattrone: Trump Clamped Down on Big Tech Due to Personal Animosity
“You'd think that a Republican would be a little softer on regulation, but honestly, he was not the traditional conservative Republican free market. He was a populist and he hated the big tech companies because they were so critical of him and they almost steer…”
Frank Quattrone Mar 1, 2024 ▶ 20:36 Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
Mar 27, 2024 negative
Opinion
Dixon: Big banks and big tech companies hate crypto
“The establishment banking, you know, the big banks hate crypto, the big tech companies hate crypto.”
Chris Dixon Mar 27, 2024 ▶ 37:38 Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
Jun 10, 2024 positive
Prediction Not checkable as stated
Tech Is Expanding to 15 Global Giants, Not Consolidating to Three
“If what we were was, call it, seven big tech companies heading to three, then I would be concerned, right, because of, kind of, the monopoly effect. But I actually think we're seven big tech companies heading, like, 15.”
Reid Hoffman Jun 10, 2024 ▶ 16:01 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Aug 5, 2024 positive
Opinion
Cahn: Big tech's supply chain influence is an underestimated AI advantage
“The big tech companies actually do a very good job of this. And I think it's another advantage they have that's underestimated is kind of convincing the supply chain to change their behavior is something that those guys have a lot of practice doing.”
David Cahn Aug 5, 2024 ▶ 33:51 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
Aug 5, 2024 positive
Insight
Cahn: Big Tech's Overproduction of Compute Directly Boosts Startup Gross Margins
“These big tech companies are producers of compute. Startups are consumers of compute. So if you believe there is an overproduction of compute and that compute prices go down, startups win because they are buying those compute. Lower cost of compute directly tr…”
David Cahn Aug 5, 2024 ▶ 10:28 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
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