incumbents
also referred to as: incumbent
4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 17, 2019 by Amit Somani · across every show →
Everything said about incumbents, oldest first
Sep 17, 2019 positive
Somani: Marginal product improvements favor incumbents; startups must be 10x better
“A lot of companies and products which are 20, 30, 50% better. I'm not saying that's a bad thing. That's bettering the state of the art, but that's better for an incumbent. That's better for somebody who already has distribution, already has cash flow, already …”
Nov 7, 2025
Sahai: Disruption occurs when challengers build simpler, easier-to-deploy enterprise tools
“You have to imagine that someone somewhere in a garage or in whatever we work or whatever it may be, is thinking about how what you do as the incumbent is not good enough, is not delivering value to the customer. It's not easy to deploy. It's not easy to use. …”
Nov 7, 2025 neutral
Sahai: Startups' clean data slates rival incumbents' massive but dirty datasets
“Incumbents have the advantage of a lot of data, right? But they also have the baggage that often the data is not very clean. So as you build your models, as you build your foundation models, et cetera, are you relying on good data or not, right? Whereas a star…”
Nov 14, 2025
Ramdas: Founders competing with incumbents should pitch liberation from legacy drudgery
“One thing which every founder should capitalize on is that anything, any company that has stayed on for a long time, their technology is old. They are an old tech stack. And, ah, they, ah, you know, all the workers, especially the newer workers who are coming …”