incumbent competitor set
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 10, 2025 by Pratap Ramade · across every show →
Everything said about incumbent competitor set, oldest first
Apr 10, 2025 bearish
Ramade: Hardware lab tooling has stagnated under 1980s incumbents
“The incumbent competitor set
Are three companies from the eighties.
You know, it's weirdly the underpinning layer of technology on which all of our software runs weirdly hasn't changed that much.
Developing the hardware has like stagnant
and it's kind of surpr…”