Established Software Companies
topic on 2 shows · 2 statements across 2 episodes
the Y Combinator Startup Podcast 
Invest Like the Best
2 statements about Established Software Companies, every show
Horing: AI will largely expand total addressable markets for incumbent software
“So my suspicion is this is largely TAM expanding for the established companies. They will build products as well.”
Harj Taggar: Incumbent software companies underwhelm businesses seeking AI solutions
“Because, like, AI has captured the, like, the imagination of everybody, everyone, like, wants to know what's possible and are consistently underwhelmed by what, like, the established software companies can offer them, but they're open to, like, college student…”