big companies
6 statements across 6 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Jul 31, 2020 by David Sacks · across every show →
Everything said about big companies, oldest first
Jul 31, 2020
Sacks: Big Tech outsources R&D by acquiring winning startups
“Big companies have realized they're not very good at R&D, at sort of good, at sort of new product development, and so what they have done is they have outsourced a lot of their R&D budgets to M&A, and so they let the startups run the experiments, you know, in …”
Oct 1, 2022 bullish
Calacanis: Big tech non-core project cuts will heavily benefit startups
“No, but to the point of competition, you you're seeing cuts to, you know, all the non core projects at these big companies. This is going to be great for startups, right? Like the idea that Facebook could focus on, you know, a fourth, fifth, sixth thing is goi…”
Sep 26, 2024 negative
Laffont: Regulatory blocks on tech M&A diminish startup valuations
“One of the byproducts of constraining big companies from buying small companies is it hurts small companies. First of all, it makes them less valuable because if an investor you think that big companies can't buy small companies anymore, you may adjust what yo…”
Mar 13, 2026 negative
Apr 10, 2026 neutral
Aug 29, 2026 neutral
Chamath: Big tech will vertically integrate clouds, models, and silicon within five years
“You're going to look at these big companies in five years. They're all going to have their own cloud. They're all going to have their own models. They're all going to have their own silicon. They're all going to have their own data centers. Soup to nuts, they'…”