Murray: Background agents require deep company integration to provide real value
“It's one thing to kind of have the background agent system set up, but if it isn't actually integrated into your larger ecosystem, It isn't that useful. I mean, it is useful to be able to kick off sessions, but what we really want to be able to do is hook it i…”
Staniszewski: AI research is only a head start; ecosystems create lasting value
“The thing that will really give that long-term value is the ecosystem that you create around, whether that's the run and distribution, whether that's the collection of voices you can have, the collection of integrations you can build, the workflows that you ca…”
Ballmer: Microsoft lacked confidence in controlling the PC ecosystem until the 1990s
“So I would say no sense of confidence about controlling the ecosystem well into the nineties before I think any of that, or at least for me.”
Over-indexing on cost arbitrage has been extremely detrimental to Indian SaaS
“I feel the amount of over indexing, which I think the ecosystem has done on some of those models, right? And I think it has somehow been extremely detrimental because the challenge is that, I mean, when you start broadcasting a lot of those things Out there, I…”
Rosenberg: Suno could build a closed ecosystem if content quality scales
“But I think if like the number and quality of things that are actually created on the Suno platform starts to exceed, or at least like take a meaningful, but separate piece of the market, then they could just create a more closed ecosystem. Where the only way …”
Chamath: Ecosystem value must exceed the underlying platform value
“The value of an ecosystem is when the economic value generated by the ecosystem exceeds that of the platform.”
Moore: Partner ecosystems only form around segment market leaders
“And so ecosystems form around market leaders, and they do not form around the rest of us.”
Moore: Early market share leaders in tech tornados capture standard-setting ecosystems
“If you give a department a budget, they will spend it, and when they spend it, they're gonna spend it with a vendor, and whoever vendor they select, they're probably gonna stay with, so now the market share battle is now on, and whoever gets the most company, …”
Dave Morin: The VC ecosystem is locked up from lack of LP liquidity
“I think that's the driving force right now is that the ecosystem's kind of locked up. Because there's not enough liquidity moving around from the GPs to the LPs.”
Cloud Platform and Partner Ecosystem Returns Take Over 18 Months
“So if you were thinking about, we're going to build a big cloud platform and build an ecosystem, start partnerships, and money will start coming out of the, out the other side in 12 months or 18 months, you're fooling yourselves.”
Blond: Market correction is healthy by redistributing talent to winning companies
“I would argue, That this, let's call it a correction that is happening right now is probably healthy for the ecosystem broadly, because you know, there are likely great people at some of these companies that aren't going to make it and so distributing some of …”
Cyan Banister reinvests almost all exit returns back into startups
“So a lot of my investment style is evergreen, even though I'm wealthy on paper. Often cash poor because I redeploy almost every dollar back into the ecosystem that I don't live off of.”
Eric Horesnyi: High-frequency trading speed advantages harm the financial ecosystem
“What we were doing was not necessarily good for the ecosystem.”
O'Reilly: Platforms collapse when they compete with their own ecosystems
“Companies that really are platform technologies that enable a whole ecosystem decide at some point to start competing with their ecosystem because it's just not enough to go around. And at that point, They screw up. The ecosystem starts to fall apart. Governme…”