big companies
also referred to as: the big companies
4 statements across 4 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jun 23, 2023 by Sam Lessin · across every show →
Everything said about big companies, oldest first
Jun 23, 2023 bearish
Sam Lessin: Big tech will win AI and most startups will die
“I think the whole AI space is gonna be a very YOLO space, where, like, almost everyone dies, and, like, the big companies win almost everything, and there's gonna be some exception. Someone's gonna make a fucking fortune somewhere, that's gonna be super hard t…”
Jan 12, 2024 bullish
Dec 6, 2024 bearish
Lessin: Most Big Tech acquisitions fail and end up shut down
“A lot of the big companies that did a lot of these acquisitions, they kind of all ended up shutting most of them down. Most of them don't work. Sure. You get it every once in a while you get like an Instagram, but like most of them are kind of nothings.”
Aug 1, 2025 bullish
Sam Lessin predicts big tech wins AI by cash-hoarding elite researchers
“The big companies win, which has been my talk track on this forever, which is like, you know, again, it's like playing Warcraft, too. As long as your cash balance keeps going up, and even better, when you hire super fancy researchers, the market rewards you an…”