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incumbents

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Feb 11, 2025 by Bret Taylor · across every show →

Everything said about incumbents, oldest first

Feb 11, 2025 bullish
Opinion
Bret Taylor: Startups and full-stack engineers have the edge in AI waves
“I think with these big technology waves, I think startups have a bit of a leg up relative to incumbents because they tend to be sort of more Self-actualize in terms of just like bringing those disciplines closer together. And in particular, I think entrepreneu…”
Bret Taylor Feb 11, 2025 ▶ 19:06 The AI Architect: Bret Taylor
Dec 12, 2025 bearish
Insight
Mirzadegan: Legacy incumbents must completely rebuild data architectures for AI
“In order for them to basically build a product that handles all of the complexity and permutations, they have to rebuild their entire data model and architecture from the ground up, which is the same thing that basically most incumbents have to do today, right…”
Joubin Mirzadegan Dec 12, 2025 ▶ 44:45 AI to AE's: Grit, Glean, and Kleiner Perkins' next Enterprise AI hit — Joubin Mirzadegan, Roadrunner
Feb 4, 2026 bearish
Opinion
Garg: Incumbents are not well-suited to build context graphs
“And we also believe, and we'll talk about it more, that it's unique and new, and it's not well suited for incumbents.”
Ashu Garg Feb 4, 2026 ▶ 4:53 ⚡️Context Graphs: according to the authors — Jaya Gupta, Ashu Garg, Foundation Capital
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