incumbent companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 30, 2026 by Joe Lonsdale · across every show →
Everything said about incumbent companies, oldest first
Jul 30, 2026 bearish
Lonsdale: AI-native startups will crush incumbents by redesigning workflows from scratch
“It's so hard to like re-engineer how some of these things work based on what's possible today. That they're just going to get crushed by new companies started by younger people who are like, maybe not even younger necessarily, but people who are just doing thi…”