incumbent public software companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 26, 2026 by David George · across every show →

Everything said about incumbent public software companies, oldest first

Jan 26, 2026 neutral
Insight
George: AI Startups Need UI, Data, and Pricing Shifts to Beat SaaS Giants
“I think for startups to win, I think you need all three and that's just in the head-to-head stuff.”
David George Jan 26, 2026 ▶ 55:44 The Biggest Bottlenecks For AI: Energy & Cooling
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