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
May 3, 2023 bearish
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 …”
Mar 1, 2024 negative
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…”
Mar 27, 2024 negative
Jun 10, 2024 positive
Aug 5, 2024 positive
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.”
Aug 5, 2024 positive
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…”