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incumbent tech companies

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement May 27, 2021 by Byron Deeter · across every show →

Everything said about incumbent tech companies, oldest first

May 27, 2021 bearish
Insight
Tech Incumbents Face an Incumbent Disadvantage Against Lean Startups
“When realizing that this notion of an incumbent advantage, I firmly believe now is an incumbent disadvantage. It is really hard to beat a focused, you know, lean team with their head down going after a problem set.”
Byron Deeter May 27, 2021 ▶ 9:12 20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
Jun 10, 2024 bullish
Insight
Incumbents Can Only Seriously Address a Couple of Markets
“They can take on markets because a company can only, any company can only take on like a couple of markets really in a serious way.”
Reid Hoffman Jun 10, 2024 ▶ 28:15 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Aug 5, 2024 negative
Insight
Stebbings: Investors miss deals by wrongly assuming incumbents will build software
“So many of the great investments have been missed because people say, ah, but they could build it themselves. And they so rarely do it.”
Harry Stebbings Aug 5, 2024 ▶ 49:19 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
Aug 26, 2024
Insight
Khan: Tech incumbents must spend on AI capex or risk business going to zero
“You have to, because what stake is, if you don't spend, your business goes to zero.”
Imran Khan Aug 26, 2024 ▶ 43:24 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
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