Mega Platforms
topic on 2 shows · 4 statements across 3 episodes
4 statements about Mega Platforms, every show
Holt: Inaccessible industrial data gives physical AI startups an edge over tech giants
“This data is not readily accessible. You can't commoditize it nearly as quickly. And so it gives startups like a chance to actually gain distribution In like a more methodical way before the mega platforms can swallow it up.”
Frankel: Mega-Fund Seed Checks Are "Call Options" Bad for 95% of Founders
“Well, the problem is the mega platforms are taking call options. So is this good for the mega platforms? Is this good for the LPs or is this good for the entrepreneurs? Well, probably for 95% of the entrepreneurs, it's not good.”
Moore: Only five to six mega VC platforms will dominate the market
“It doesn't appear as though the supply of capital from platforms like the one that I've just joined or some of the others that we've talked about is going to go up in, in, in size. And so again, you could argue that these five to six firms kind of have this ca…”
Stebbings: Mega VC platforms destroy seed investing with jumbo rounds
“I think you mega platforms are destroying seed. Time and time again, I see 10 on 50, and it is not good for the company, and you beat us. Like, to be clear, you beat the seed funds, because you just come in and buy it. I get it. We do three on 15, you guys com…”