incumbents
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jan 31, 2024 by Guillaume Verdon · across every show →
Everything said about incumbents, oldest first
Jan 31, 2024 negative
Verdon: Incumbents use fearmongering to consolidate power and entrench dominance
“Fear mongering becomes instrumental towards certain people and incumbents that are trying to gather power and crystallize their position before, you know people realize that actually the future wasn't going to be a gloom and act actually what is going to be gr…”
May 17, 2025 positive
May 17, 2025 bearish
Lessin: AI is not disruptive and incumbents should broadly win
“You know, I'd actually argue that AI is kind of like mobile. It's not disruptive. It's great tech to be clear. It's important, but just as the internet, I would say that just as like mobile was just More internet and pervasive internet. AI is just like more te…”