incumbent tech companies
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 19, 2023 by Clem Delangue · across every show →
Everything said about incumbent tech companies, oldest first
May 19, 2023 bullish
ML-native companies like Runway are poised to challenge tech incumbents
“And when you look at the capabilities of some of these companies, when they're like translated into product building I mean, runway, you've all seen like the videos of runway. I think that's amazing. And I think they're going to be able to really challenge, ch…”
Jun 8, 2023
Gil: Speed of AI adoption serves as a metric for management competence
“And you could almost Measure the rapidity with which somebody adopts this technology almost as a metric of management competence. Right. The most competent companies, or at least the ones closest to this technology will adopt it soonest.”