big tech companies
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 28, 2019 by Ash Fontana · across every show →
Everything said about big tech companies, oldest first
Oct 28, 2019 neutral
Fontana: AI talent is not overly concentrated in big tech
“I also see every day people breaking off from these companies and just applying their knowledge to all sorts of other industries day-to-day and starting their own companies, and so Talent is like not that concentrated, actually, and there are all sorts of grea…”
Oct 26, 2020 bearish
Papic: Big Tech will not achieve a global TAM due to foreign trade barriers
“I think a lot of these big tech companies are still being priced in for a global TAM, which they will not get. And they won't get it, not because China, like, bans them. But because I think every economic region, every major economy has an incentive to impose …”