incumbents

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Mar 17, 2022 by Felix Van de Maele · across every show →

Everything said about incumbents, oldest first

Mar 17, 2022 negative

Opinion

Van de Maele: Legacy data incumbents missed the cloud transition

“The second one is what I call the incumbents that I think have kind of missed the boat to the clouds. And I think you're going to be struggled there to kind of provide that experience.”

Felix Van de Maele Mar 17, 2022 ▶ 14:08 Fireside Chat: Felix Van de Maele (Co-Founder & CEO, Collibra) with Matt Turck (Partner, FirstMark)

Apr 3, 2023 neutral

Assertion Not checkable as stated

Catanzaro: Incumbents can move swiftly to integrate LLMs into applications

“I think the past month has demonstrated that that is not true, that, you know, a lot of existing companies can actually act pretty swiftly to integrate LLMs into their applications.”

Sarah Catanzaro Apr 3, 2023 ▶ 12:07 A Conversation with Sarah Catanzaro, Amplify Partners

Apr 10, 2024

Insight

Evans: Incumbents Always Try to Turn Platform Shifts Into Features

“The classic pattern of the platform shift is the incumbents always try and make it a feature.”

Benedict Evans Apr 10, 2024 ▶ 17:50 Is AI a platform shift or a paradigm shift? With Benedict Evans

Oct 24, 2024 bearish

Prediction Not checkable as stated

Open data formats like Apache Iceberg will pressure incumbent database margins

“I think that's going to be hard for the incumbents, and I think it's going to be a net benefit to the, you know, kind of the people that are coming in with new with new tools and new ways of doing things, and it's going to put pressure on margins which again i…”

Jordan Tigani Oct 24, 2024 ▶ 46:20 The Death of Big Data and Why It’s Time To Think Small | Jordan Tigani, CEO, MotherDuck

incumbents

Everything said about incumbents, oldest first

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