incumbents
4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jun 21, 2024 by Elad Gil · across every show →
Everything said about incumbents, oldest first
Jun 21, 2024 bullish
Jun 21, 2024 neutral
Gil: Startups captured internet value, but incumbents captured mobile value
“And in the internet wave, you could argue 80 or 90% of the value went to startups. And in mobile, it was the other way around. Almost all the value went to incumbents, and in part it was because it was an extension of access and UI.”
Oct 4, 2024 bearish
Jul 18, 2025 bearish
Dave Morin: Incumbents, not startups, will win personal consumer AI
“It's not going to be the startups and the up and comers that provide the more personal cases to people. It's going to be the incumbents and the incumbents with enormous business models that can afford to make this stuff really low costs for the consumer.”