Big Tech

9 statements across 6 episodes · 1 bullish · 5 bearish · 5 people on the record · first statement Mar 22, 2024 by Sam Lessin · across every show →

Everything said about Big Tech, oldest first

Mar 22, 2024 neutral
Insight
Sam Lessin: Incumbents will capture AI value simply through higher profitability
“The big companies that have Distribution and data and business models, they generally just get more profitable, but that's about it.”
Sam Lessin Mar 22, 2024 ▶ 13:02 #39: How (Not?) to Exit Your AI Company, Analyzing the New Google-Apple Tie Up · More or Less Podcast
Mar 22, 2024 negative
Insight
Jessica Lessin: Big Tech AI partnerships let giants mask their regulatory control
“Everyone's okay with this because it allows them to argue that they don't control I think any of these, you know, it allows them to argue their sphere of control is smaller than it kind of actually is”
Jessica Lessin Mar 22, 2024 ▶ 15:21 #39: How (Not?) to Exit Your AI Company, Analyzing the New Google-Apple Tie Up · More or Less Podcast
Mar 22, 2024 neutral
Insight
Sam Lessin: Big tech outruns regulators by opening new fronts
“The companies have way more resources than the government to just continuously open new fronts. That then the regulators have to chase them on, right? So outside of extreme actions, it's clearly the game everyone's gotten wise to.”
Sam Lessin Mar 22, 2024 ▶ 7:22 #39: How (Not?) to Exit Your AI Company, Analyzing the New Google-Apple Tie Up · More or Less Podcast
Mar 22, 2024 neutral
Insight
Sam Lessin: Big Tech burning $100B on AI is worth it for downside protection
“The reality is, if any of these companies light even a hundred billion dollars on fire, Right. For downside protection of missing something, it's worth it to them.”
Sam Lessin Mar 22, 2024 ▶ 15:52 #39: How (Not?) to Exit Your AI Company, Analyzing the New Google-Apple Tie Up · More or Less Podcast
Jun 21, 2024 bearish
Prediction Not checkable as stated
Gil: Tech M&A will remain constrained by FTC and global regulators
“I think the M&A environment is going to be constrained due to our current FTC slash the more global regulatory viewpoint on whether they want M&A to happen or big tech to get bigger.”
Elad Gil Jun 21, 2024 ▶ 11:42 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
Oct 11, 2024 negative
Insight
Dave Morin: Regulating Big Tech Directly Reduces Small Startup Acquisitions
“And what we do know is that more and more and more regulation of big tech equals less and less and less acquisition of small tech.”
Dave Morin Oct 11, 2024 ▶ 15:38 #68: Google's Antitrust Saga Continues… · More or Less Podcast
Jan 4, 2025 negative
Insight
Dave Morin: Big Tech Regulation Freezes Silicon Valley Startup Acquisitions and Innovation
“And what we do know is that more and more and more regulation of big tech equals less and less and less acquisition of small tech. Which results in the complete and total freezing of the innovation ecosystem of Silicon Valley.”
Dave Morin Jan 4, 2025 ▶ 24:58 #80: More or Less Holiday Special Pt. 2 (Crypto and Antitrust) · More or Less Podcast
Feb 20, 2026 bullish
Opinion
Britt Morin: Big Tech Cannot Competitively Replicate OpenClaw's Distributed Architecture
“It doesn't make sense for anyone else, like one of the big, you know, the big tech companies to have a competitive version of this because it's, they're not, and inherently it has to be open source. It has to be distributed. And so that's the big open cloud ad…”
Brit Morin Feb 20, 2026 ▶ 9:14 OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up · More or Less Podcast
Apr 17, 2026 negative
Assertion Not checkable as stated
Morin: Frontier AI labs run opposition research teams planting hit stories
“There's truly oppositional research teams inside each company that I've now heard about for probably five to 10 times, like for different stories and companies that have been planted by the other. And it's like the nastiest PR setting I've seen in all of tech.…”
Brit Morin Apr 17, 2026 ▶ 34:40 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
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