incumbent tech companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 13, 2026 by Alex Kantrowitz · across every show →
Everything said about incumbent tech companies, oldest first
Jan 13, 2026 bearish
Kantrowitz: AI will be more disruptive than expected, threatening Big Tech
“If AI works, it's going to be more disruptive than I think. A lot of people imagine, because if it's going to pose this threat to the incumbent tech companies who've, by the way, they're the one putting all these, this capex into the equation, then what does i…”