tech incumbents
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 27, 2025 by John Coogan · across every show →
Everything said about tech incumbents, oldest first
Sep 27, 2025 positive
Coogan: Overinvesting in new tech waves is game-theoretically optimal for incumbents
“I mean, if you're in the position to generate a lot of cashflow, it is kind of the per the game theoretic optimal thing to over invest in a new huge technology. You have to because if you don't invest in the technology wave happens, you look really stupid. You…”