Garmin
3 statements across 2 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Jan 16, 2026 by Sam Lessin · across every show →
Everything said about Garmin, oldest first
Jan 16, 2026 negative
Sam Lessin: Cursor's store split from VS Code creates app store lock-in issues
“Cursor split the store from VS code because they want to, like, create their own ecosystem that's independent, etc. And the way it all plays out Is VS code is like, no, like the package you need to install to do Garmin watch faces. We're going to control that.…”
Jan 16, 2026 bearish
Sam Lessin: Platforms will lock down app stores to extract value from AI
“I do think there's gonna be all sorts of weird business development games that start getting played with locked down app stores, locked down code bases, who has access to what. All of a sudden, Garmin is going to be like, Hey, guess what? We had a whole busine…”