platform incumbents

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 3, 2025 by Alex Rampell · across every show →

Everything said about platform incumbents, oldest first

Dec 3, 2025
Insight
Rampell: Platform incumbents will copy successful startup features within five years
“These companies, if they get their act together, they will marshal a lot of resources to go compete with you. It might take them five years, but they will 100% do it. You have to backfill your feature with a product, and you have to have a moat for that produc…”
Alex Rampell Dec 3, 2025 ▶ 42:22 Why AI Moats Still Matter (And How They've Changed)
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