Tech Incumbents
topic on 4 shows · 5 statements across 5 episodes
Mixergy
the a16z Podcast
TBPN
20VC
5 statements about Tech Incumbents, every show
Gil: Mega-cap tech distribution lets incumbents win even five years late
“The difference between now and 15 years ago is there's a handful of companies with such large distribution that they're the natural homes to do new things. Because even if they're five years late, they can just cross sell it, right?”
Coogan: Overinvesting in new tech waves is game-theoretically optimal for incumbents
“I mean, if you're in the position to generate a lot of cashflow, it is kind of the per the game theoretic optimal thing to over invest in a new huge technology. You have to because if you don't invest in the technology wave happens, you look really stupid. You…”
Lehmann: AI startups created today will grow larger than tech incumbents
“There will be companies born today that will be larger in the field of AI. Then the companies that are the largest companies that we have today, and they will start as toys and they will start as something that is probably overlooked and something that is not …”