Lessin: AI is an extending innovation uniquely benefiting Big Tech incumbents
Sam Lessin · Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators. · Mar 12, 2025 · at 6:36
Slow Ventures General Partner Sam Lessin compares the AI wave to previous tech paradigm shifts, arguing incumbents hold structural advantages.
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“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 innovation for a large company, right? That already has the infrastructure or the data center teams and the whole nine yard is like, this is just all upside for them.”
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