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incumbent software companies

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 24, 2024 by David Luan · across every show →

Everything said about incumbent software companies, oldest first

Jun 24, 2024 positive
Insight
Luan: Co-pilots are a great strategy for incumbents adapting to AI
“Like, I think co-pilots are a great incumbent strategy because it lets them morph their existing software business model to something that kind of looks the same while getting in on the AI thing.”
David Luan Jun 24, 2024 ▶ 40:46 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Feb 2, 2026 bullish
Prediction Not checkable as stated
Zeev: Adapting incumbent software companies will be huge AI beneficiaries
“Companies that on one hand are not, many companies are not easy to disrupt, and as long as they don't fall asleep on the wheel, and as long as they navigate, you know, they adapt they're going to be huge beneficiaries of AI.”
Oren Zeev Feb 2, 2026 ▶ 10:21 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
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