Biggest Companies
topic on 4 shows · 5 statements across 5 episodes
More or Less 
Capital Allocators 
the a16z Podcast 
20VC
5 statements about Biggest Companies, every show
Trillion-dollar companies cannot be built through startup incubation studios
“I think the biggest companies aren't incubated because the biggest companies have a founder who is monomaniacal from the beginning and compounds it for 50 years.”
O’Driscoll: Doubling down on mega-caps is easiest 2025 strategy
“It looks like the easiest way to make money in 2025 is to take the very biggest companies and double down one more time.”
Mauboussin: Mega-Cap Economics Have Defied Classical Theory Since 2000
“Since 2000, roughly speaking, it feels like the economics of the biggest companies have been almost economic law defying by that. I mean, two things. One is they've grown faster than what we would expect big companies to do. And they've sustained very high ret…”
Sam Lessin: AI benefits will accrue mostly to mega-cap tech
“There's, in this moment, there's very little reason to buy subscale tech companies because the benefits of AI, et cetera, are just going to accrue to the biggest companies.”
Inker: Profitability gap between mega-caps and peers widened most in US
“There is no question the gap between the biggest companies and everybody else in their industries, the gap in profitability has widened very significantly, and that widening has been much more pronounced in the U.S. Than it has been elsewhere.”