second player

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →

Everything said about second player, oldest first

Feb 24, 2026 neutral
Insight
Sundheim: Investing in the Second Market Player Usually Fails
“In most industries, ah, investing in the second player is not, ah, the path to glory.”
Dan Sundheim Feb 24, 2026 ▶ 6:18 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
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