software incumbents

“If you were to rebuild it today and you'd build none of what's there and everything would look totally different, then yeah, like it's go time, right? If you actually wish you could borrow all their servers and their sender reputation and all that sort of shit…”

“I also think an above average number of existing incumbents are going to die too, because their world is going to get torn apart by AI.”

“So the bottom line is, I think this notion that all the incumbents are going to die, you know, this notion that is being promoted by some People who I think whose main motivation is to make provocative statements, you know and get attention as thought leaders …”

“These companies aren't going anywhere. Like, the incumbents have distribution, Data and balance sheets. You know, it's a fool's errand to think all these companies are going to go away.”