incumbent tech companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 11, 2026 by Sam Parr · across every show →
Everything said about incumbent tech companies, oldest first
Mar 11, 2026 bullish
Parr: Tech incumbents, not startups, will capture most AI value creation
“The vast majority of value creation is going to be by big companies just getting bigger. I just think that it's much easier for Salesforce to get more efficient and launch new features than it is a new company, or at least picking those new companies very hard…”