incumbents
4 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Jan 25, 2022 by Marc Andreessen · across every show →
Everything said about incumbents, oldest first
Jan 25, 2022
Andreessen: Successful Startups Become Defensive Incumbents Within Five Years
“It's actually funny, a successful company has about five years, a successful startup has about five years until they become a new incumbent. And they actually start to behave like an incumbent. That's rational. Like, of course, that's rational. Like, they've n…”
Jan 25, 2022 neutral
Andreessen: Incumbents face asymmetric risk because they must defend against 100% of attackers
“It's asymmetric, right? The empire has to win a hundred percent of the time, right? They have to defend against all attackers, right? Whereas, you know, the attack, you know, so you can have many different attackers who kind of keep coming.”
Jan 21, 2025 neutral
Mar 25, 2025
Incumbents wrongly assume giants would have already built viable innovations
“This dismissive logic that if something were possible, industry giants would have already done it is the comfortable assumption incumbents have relied on throughout history, right until an outsider proves them catastrophically wrong.”