The Ledger

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Insight
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…”
Jack Altman Sep 3, 2025 ▶ 23:09 Jack Altman & Martin Casado on the Future of Venture Capital
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