incumbents
also referred to as: incumbent
4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Oct 24, 2018 by Paul Buchheit · across every show →
Everything said about incumbents, oldest first
Oct 24, 2018 positive
Buchheit: Focus is a startup's ultimate weapon against tech incumbents
“Focus is one of the most important things, because, like, as a startup, it's actually, I think, your most powerful weapon, right? Like, the reason that you're able to take on, like, these big companies or whatever is because they're doing a thousand different …”
Nov 27, 2019 positive
Doctorow: Disruptive entrants succeed by bridging users rather than forcing disjoint leaps
“Every industry has an incumbent disrupted by a new entrant, not by making a thing that is totally disjoint from the new entrant, not by asking people to leap the chasm from one to the other, to let go of the vine they're holding on before they've got a secure …”
Sep 16, 2025 bullish
Levie: Incumbents will only sell AI agents to existing install bases
“Because I think incumbents are only going to be the agent providers for their existing install base, which means that there's going to be tons of opportunity for so many more agents that those incumbents aren't already selling into.”
Jul 29, 2026 bullish
Alexandr Wang: Startups leveraging AI agents can easily outcompete incumbents
“And now I actually think with the power of agents and AI broadly speaking, it's much closer to Goliath versus Goliath. Like, I think, but maybe the startup is like a mecha Goliath that is like vastly enhanced by the power of agents and AI, and you know, the la…”