incumbents that have the data
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2023 by Christian Kleinerman · across every show →
Everything said about incumbents that have the data, oldest first
Sep 22, 2023 bullish
Kleinerman: Data-rich incumbents will win the majority of AI value
“I would bias towards incumbents that have the data. So I would say, think of all the data that a company like Google has. Or that's public data, or not semi-public, but a lot of user data, or think all the private enterprise data that a company like Snowflake …”