legacy software incumbents
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2026 by Everett Randle · across every show →
Everything said about legacy software incumbents, oldest first
Jun 18, 2026 bearish
Randle: Legacy SaaS incumbents can no longer afford top AI startups
“And now every single good AI company that they could acquire is too big for them to acquire and they can't do it. And so then it's like, well, we don't have the talent internally. We can't build a good AI product portfolio because we don't have the talent. The…”