incumbent corporations

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 13, 2025 by Rory O'Driscoll · across every show →

Everything said about incumbent corporations, oldest first

Nov 13, 2025
Insight
O'Driscoll: Fearing Incumbent Competitors Signals Startup Market Leadership
“My experience is, when you go to the first board meeting where you suddenly realize you're scared of the big company adjacent competition, it probably means you've graduated from the baby class. You're one of the two or three winners in the startup land, and n…”
Rory O'Driscoll Nov 13, 2025 ▶ 37:19 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
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