Filtered by speaker:Lucas Swisher×
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3 results for “enterprise competition” by Lucas Swisher
Topic3 mentions across episodes
enterprise
“Why Coatue invested in both Snowflake and Databricks before they competed”
...you eat the enterprise value, I think 65% is done by four companies or created by four companies. I tweeted not too long ago that basically, unless you're an anthropic open AI, curse a lovable open e
23:54 / 24:33
market insight23:54 – 24:33
...it's doing enterprise payments. I I how how? I don't know. And listen, that's part of the game, and as a founder, I completely empathize and understand that. Right? I can understand how that would be, you know, a really tricky situation. From our per
22:39 / 24:25
from transcript22:39 – 24:25
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