Tech Incumbents

topic on 4 shows · 5 statements across 5 episodes

Mixergy the a16z Podcast TBPN 20VC

5 statements about Tech Incumbents, every show

MIXERGY Insight
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?”
Elad Gil Feb 24, 2026 ▶ 42:12 #2297 Elad Gil backed 40 unicorns. This is next
TBPN Insight
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…”
John Coogan Sep 27, 2025 ▶ 6:48 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
20VC Prediction Open · timeframe Apr 2029
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 …”
Bastian Lehmann Apr 8, 2024 ▶ 55:42 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
a16z Insight
Andreessen: Startup attacks on tech incumbents are main form of disruption
“In reality, the main form of disruption that happens in the tech industry are tech startups attacking tech incumbents.”
Marc Andreessen Jan 2, 2019 ▶ 13:19 a16z Podcast | Competing Against Luck
20VC Insight
Sean Rad explains why modern tech giants are harder to disrupt
“The incumbents today were the disruptors. So they understand very, very well what it feels like and why disruption can happen to the incumbent because they did it. So I think they're, they have their guards up.”
Sean Rad May 26, 2017 ▶ 10:40 20VC: Tinder's Sean Rad on Why Humility Is The Key Trait For Founders To Have, Why Today's Incumbents Are Stronger Than Any Before Them & How Leaders Need To Scale With The Scaling Of Their Company

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