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large incumbents

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 13, 2017 by Alex Rampell · across every show →

Everything said about large incumbents, oldest first

Nov 13, 2017 positive
Insight
Corporate Incumbents Counter-Strike Startups More Effectively Than Silicon Valley Admits
“I actually do think that the ability of large incumbents to go mount a counter-revolutionary strike is Is actually not as atypical as a lot of people in Silicon Valley mock them for.”
Alex Rampell Nov 13, 2017 ▶ 33:07 20VC: a16z's Alex Rampell on The Struggle Between Innovation vs Distribution, When How To Determine Whether An Application is Optimised Through Centralised or Decentralised Networks & Why Most ICOs Today Are Ridiculous
Oct 21, 2024 negative
Opinion
Hamid: Incumbents and VCs are over-investing in AI due to FOMO
“Everyone's over-investing right now into this cycle, and because none of us can miss, whether it's the large incumbents, Or us as venture investors back in companies.”
Mamoon Hamid Oct 21, 2024 ▶ 3:10 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
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