tech incumbents

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

Everything said about tech incumbents, oldest first

Feb 24, 2026
Insight
Gil: Mega-cap tech distribution lets incumbents win even five years late
“The difference between now and 15 years ago is there's a handful of companies with such large distribution that they're the natural homes to do new things. Because even if they're five years late, they can just cross sell it, right?”
Elad Gil Feb 24, 2026 ▶ 42:12 #2297 Elad Gil backed 40 unicorns. This is next
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