incumbents

also referred to as: incumbent

4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Apr 4, 2023 by Palmer Luckey · across every show →

Everything said about incumbents, oldest first

Apr 4, 2023 bullish
Assertion Not checkable as stated
Luckey: Anduril has repeatedly built products in months to replace legacy incumbents
“We've done that multiple times where we've developed products over the course of months, not years, and then replaced incumbents that have been doing what we're doing worse for decades.”
Palmer Luckey Apr 4, 2023 ▶ 30:23 Palmer Luckey - Future of Virtual Reality, AI War, Autonomous Killing Machines, Militarized Policing
Jul 24, 2023 bullish
Assertion Supported
Shah: EZ Newswire is 90% cheaper than legacy wires on average
“It starts as low as 25 dollars. We actually don't charge for writing the content. The writing, the AI writing wizard is, is complimentary. You only pay really for the endpoints that you want guaranteed placement in. So those, and those endpoints, we work toget…”
Neil Shah Jul 24, 2023 ▶ 20:41 How Generative AI Is Already Changing The Communications Field — With EZ Newswire
Feb 15, 2024
Insight
Srinivas: Incumbents' data volume advantage has disappeared with generative AI
“So the advantages that the incumbents had in terms of having a large volume of data has gone away. I'm not saying you don't need user data at all. All I'm saying is you need a fraction of what was needed earlier for the first time.”
Aravind Srinivas Feb 15, 2024 ▶ 25:55 Perplexity CEO Aravind Srinivas: How AI Challenges Google
May 5, 2025 bullish
Prediction Not checkable as stated
Roy: AI-native startups will outpace incumbents in speed and efficiency
“Up and coming startups that are built completely from the ground up on these kinds of technologies are going to just do stuff way faster, like much more efficiently, probably better for the end consumer as well. So any kind of incumbent has to rethink the way …”
Ranjan Roy May 5, 2025 ▶ 7:30 The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
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