incumbent businesses
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 17, 2026 by Alex Kolicich · across every show →
Everything said about incumbent businesses, oldest first
Feb 17, 2026 negative
Kolicich: 95% of Incumbent Software Companies Have Not Launched AI Products
“I've thought for a long time that would rally because you'd have existing incumbent businesses launching AI products, and you'll see that they have data gravity and they have workflow, workflow gravity. They're a great channel to sell AI to their businesses, a…”