large companies

6 statements across 6 episodes · 2 bullish · 1 bearish · 6 people on the record · first statement Mar 7, 2018 by Connie Chan · across every show →

Everything said about large companies, oldest first

Mar 7, 2018
Prediction Not checkable as stated
Chan: Large tech companies will inevitably become global, not national
“So what I'm saying is that with globalization, with the internet, for large companies, it blurs the lines of what is a Chinese company or what is a U.S. Company. These companies in the long run are all going to be global companies.”
Connie Chan Mar 7, 2018 ▶ 4:07 Beyond a Zero-Sum Game: Tech Innovation and China
Jan 2, 2019 bullish
Opinion
Johnson: Delightful retail experiences are increasingly created by startups, not incumbents
“And increasingly, they're not coming from the large companies improving their business. They're coming from the startups that are really working really hard to take a set of values and to honor those and execute those every day with every customer.”
Ron Johnson Jan 2, 2019 ▶ 26:54 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019 bullish
Prediction Not checkable as stated
Andreessen: SaaS will shift enterprise power to global SMBs
“There may be a power shift happening from on the one hand, large companies to small and medium companies that can now more aggressively adopt technology faster. And then from companies in the U S and Western Europe to companies all over the world that can also…”
Marc Andreessen Jan 2, 2019 ▶ 26:43 a16z Podcast | Software Programs the World
Feb 20, 2020
Assertion Supported
Casado: Enterprise Cybersecurity Investment Will Exceed $100 Billion in 2020
“So estimated in, like, this year, over a hundred billion dollars will be invested in cybersecurity from large companies.”
Martin Casado Feb 20, 2020 ▶ 1:45 The Latest in Cyber Attacks
Aug 6, 2025
Insight
Patel: Large companies struggle to double down on successful experiments
“I think large companies are very good with running many experiments. What they're bad at is doubling down on an experiment works.”
Jeetu Patel Aug 6, 2025 ▶ 7:28 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Dec 1, 2025 bearish
Prediction Open · timeframe Dec 2027
Fraden: Enterprise employees won't see work hours halved over next two years
“So I'm not sure I really buy in the next couple of years, you will see people in large companies actually just working half as much”
Russ Fraden Dec 1, 2025 ▶ 19:43 The $700 Billion AI Productivity Problem No One's Talking About
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