incumbents

also referred to as: incumbent

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jul 13, 2023 by Julia Schottenstein · across every show →

Everything said about incumbents, oldest first

Jul 13, 2023

Insight

Schottenstein: Refusing talks with incumbent acquirers is a founder mistake

“I see a lot of founders get this wrong, and they prematurely will shut down a conversation or they won't talk to an incumbent or a potential future buyer because they take too competitive of a stance. But that's a mistake because M&A is all about creating plan…”

Julia Schottenstein Jul 13, 2023 ▶ 15:31 M&A, competition, pricing, and investing | Julia Schottenstein (dbt Labs)

Jul 7, 2024 positive

Insight

Maples: Startups create movements by exposing the weakness in incumbents' strengths

“The great startups, they create movements, not so much by criticizing the incumbent, but by showing the weakness in the strength of the income. And then just saying to the customer, Hey, look, you decide.”

Mike Maples, Jr. Jul 7, 2024 ▶ 1:11:51 Pattern Breakers: How to find a breakthrough startup idea | Mike Maples, Jr. (Partner at Floodgate)

Aug 25, 2024 bearish

Prediction Not checkable as stated

Bier predicts most new apps won't have social graphs, entrenching incumbents

“Most likely I think most apps will not have social graphs going forward and this will entrench incumbents even more.”

Nikita Bier Aug 25, 2024 ▶ 1:26:23 How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps

Jan 9, 2025 negative

Insight

Houston: Incumbents copy startup features, bundle them, and kill economics

“The problem is that every incumbent is gonna copy your product, they're gonna bundle it with their platforms, and then they're gonna kill the economics.”

Drew Houston Jan 9, 2025 ▶ 21:25 Behind the founder: Drew Houston (Dropbox)

incumbents

Everything said about incumbents, oldest first

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