big companies
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 12, 2025 by Sam Lessin · across every show →
Everything said about big companies, oldest first
Mar 12, 2025 bullish
Lessin: AI is an extending innovation uniquely benefiting Big Tech incumbents
“AI, unlike prior innovations, like unlike the transition from shrink rack software to the internet is just so good for the big companies, right? It's easy to slot in. It commodifies. I mean, there's just like, you can't, you cannot think of a better extending …”
Apr 26, 2025 bearish
Lessin: Big tech will build internally rather than buy AI startups
“The big companies, just because they have such incredible access to capital and distribution at this point, they can kind of build whatever they need anyway, right? So anything that does happen will be highly bespoke as opposed to like some industry-wide trend…”