incumbent software companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 1, 2024 by Lucy Fonseca · across every show →
Everything said about incumbent software companies, oldest first
Mar 1, 2024 bullish
Fonseca: Incumbents will capture most early GenAI value
“A lot of the value, not all, but a lot of the value in this early platform shift is going to be captured with income by the incumbents. And naturally it's because they already have huge advantages on distribution data and workflows over their upstart competito…”