two companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 3, 2025 by Jack Altman · across every show →
Everything said about two companies, oldest first
Sep 3, 2025 neutral
Altman: Customer overlap creates more competition than product overlap
“Two companies that look the same, but are serving very different segments of the market. Those are actually, they might sound like competitors, but they're actually never going to bump into each other versus two companies offering, you know, different products…”