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incumbents

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Nov 17, 2023 by Mark Roberge · across every show →

Everything said about incumbents, oldest first

Nov 17, 2023 bullish
Insight
Roberge: Top AI talent beats mediocre teams with trillions of data records
“So if you had to choose between having an A plus AI tech talent team with millions of records of data, and you were going against a mediocre AI tech talent team with trillions of data that the startup wins. And that starts to make sense with the diminishing re…”
Mark Roberge Nov 17, 2023 ▶ 20:44 Who Will Win the Go-To-Market AI Race? with Stage 2 Capital Co-founder Mark Roberge
Nov 17, 2023 positive
Insight
Roberge: AI startups should target areas where incumbents lack proprietary data
“If you want to stack the deck in your favor, choose use cases as an entrepreneur where the big company incumbents don't have the data. That'll stack the deck in your favor.”
Mark Roberge Nov 17, 2023 ▶ 18:28 Who Will Win the Go-To-Market AI Race? with Stage 2 Capital Co-founder Mark Roberge
Dec 27, 2024 bullish
Opinion
Halligan: Software incumbents hold greater AI advantage than in past platform shifts
“So I like, as I play both sides of this, but I, but in this particular case, I think the incumbents have a little bit more advantage than in most platform shifts.”
Brian Halligan Dec 27, 2024 ▶ 31:34 HubSpot Co-Founder and Chair Brian Halligan on AI and SaaS, Board Meetings, and When Incumbents Win
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