Software Incumbents
topic on 1 show · 4 statements across 3 episodes
4 statements about Software Incumbents, every show
Mitchell Green: Believing software incumbents will disappear is a fool's errand
“These companies aren't going anywhere. Like, the incumbents have distribution, Data and balance sheets. You know, it's a fool's errand to think all these companies are going to go away.”
Zeev: Predictions that AI will kill software incumbents are provocative BS
“So the bottom line is, I think this notion that all the incumbents are going to die, you know, this notion that is being promoted by some People who I think whose main motivation is to make provocative statements, you know and get attention as thought leaders …”
Traynor: Startups only displace incumbents if products need a complete rebuild
“If you were to rebuild it today and you'd build none of what's there and everything would look totally different, then yeah, like it's go time, right? If you actually wish you could borrow all their servers and their sender reputation and all that sort of shit…”