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
Insight
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 …”
David Sacks Jul 31, 2020 ▶ 25:44 E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
Oct 1, 2022 bullish
Prediction Not checkable as stated
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…”
Jason Calacanis Oct 1, 2022 ▶ 21:22 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
Sep 26, 2024 negative
Insight
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…”
Thomas Laffont Sep 26, 2024 ▶ 4:21 Thomas Laffont | All-In Summit 2024
Mar 13, 2026 negative
Insight
Calacanis: Big company management resists AI to protect headcount and jobs
“Management in big companies will resist it because it means lowering headcount, and it means the person who implements it might actually implement themselves out of a job.”
Jason Calacanis Mar 13, 2026 ▶ 43:05 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Apr 10, 2026 neutral
Assertion Not checkable as stated
Gerstner: Big companies run 65-70% of AI tokens on open source
“I've talked to a lot of big companies, 65 to 70% of their token consumption is open source model, right?”
Brad Gerstner Apr 10, 2026 ▶ 46:55 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Aug 29, 2026 neutral
Prediction Not checkable as stated
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'…”
Chamath Palihapitiya Aug 29, 2026 ▶ 33:14 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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