Tech Giant
topic on 2 shows · 3 statements across 3 episodes
3 statements about Tech Giant, every show
Kantrowitz: Tech's $700B AI CapEx Threatens To Hollow Out Software Industry
“If that seven hundred billion in capex that the tech giants are spending this year on AI pays off, you're going to have this entire Hollowing out of the software industry of many, maybe other industries”
Big Tech giants will eventually cut speculative experimental projects during economic downturns
“And so I think you're going to see, you could see, you know, something interesting happen with the tech giants, right, which is that they will initially be, you know, offensive in order to try to wipe out some smaller companies that are challenging them, ah, b…”
Choi: Tech giants copy startup features to avoid acquisition hassles and regulation
“One is that the tech giants have in many cases gotten really good at copying emerging startup products, so they don't need to deal with the hassle of acquiring, not to mention the hassle of potential regulatory scrutiny for M&A.”