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incumbents

also referred to as: incumbent

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Sep 16, 2023 by Bill Gurley · across every show →

Everything said about incumbents, oldest first

Sep 16, 2023 negative
Insight
Gurley: Regulation is the friend of the incumbent
“Regulation is the friend of the incumbent.”
Bill Gurley Sep 16, 2023 ▶ 8:49 All-In Summit: Bill Gurley presents 2,851 Miles
Oct 10, 2024 positive
Assertion Not checkable as stated
Uytdehaage: Most Adyen volume comes from displacing legacy banks
“But if you see where we win most of our business, it's with the traditional businesses. So indeed, the incumbents, the banks, that's where volume comes from.”
Ingo Uytdehaage Oct 10, 2024 ▶ 3:28 Ingo Uytdehaage, Adyen | All-In Summit 2024
Jul 4, 2025 negative
Prediction Not checkable as stated
Chamath: State-level AI rules will slow startups and benefit incumbents
“Not having it, I think the risk is that if you have 50 different sets of regulation, and it won't even just be 50 as Freebrick said, it's going to be You know, all kinds of pet organizations that pop up in all of these states. What happens? I think what it doe…”
Chamath Palihapitiya Jul 4, 2025 ▶ 10:37 Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
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