incumbent platforms
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 31, 2025 by Bryan Kim · across every show →
Everything said about incumbent platforms, oldest first
Dec 31, 2025 bullish
Kim: AI startups beat incumbents by creating net new user interaction models
“AI brings a net new user interaction that may be difficult to replicate and may not natively live in the platforms of the product. And insofar as there are net new user interaction models, insofar as there is net new creative outlets and atomic units that look…”