New Entrants
topic on 5 shows · 5 statements across 5 episodes
Acquired 
the Y Combinator Startup Podcast 
Invest Like the Best 
Capital Allocators 
the a16z Podcast
5 statements about New Entrants, every show
Sankar: The Pentagon increasingly treats defense tech startups as Plan A
“Increasingly in conversations that I have in, in, in the Pentagon, I hear some of these new entrants are talked about as plan A. It's not plan B. It's not, hey, we'll see, maybe this will work in the future. It's like, no, no, this is the plan, and we'll, we'l…”
Mahr: Valuation matters far more for mature companies than new entrants
“Valuation is a lot more important for companies that have been around for a long time than a brand new entrant to the public markets.”
Strange: Developer buying power in financial services favors new entrants
“The rise of a developer as buyer in financial services companies of all sizes favors new entrants.”
Top Defense Primes Lack Mutual Power But Block New Entrants
“So there really isn't power. Within the industry. But to the extent that you have already become one of these five, then together the five have power versus new entrants.”
Doctorow: Disruptive entrants succeed by bridging users rather than forcing disjoint leaps
“Every industry has an incumbent disrupted by a new entrant, not by making a thing that is totally disjoint from the new entrant, not by asking people to leap the chasm from one to the other, to let go of the vine they're holding on before they've got a secure …”