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20 results for “deal competition”
Company18 mentions across episodes
Deal
...competition as a swim race. When you are swimming, if you look to your left or if you look to your right, you're gonna lose. You just need to look straight ahead. We are competing against ourselves most of the days that we are working, and it's just
50:03 / 51:15
from transcript50:03 – 51:15
...competition, it does validate the space. It also could provide acquisition opportunities for these teams as we're starting to see. So from our perspective, this is not new. Competition always exists, and there's a precedent in the infrastructure worl
34:28 / 35:37
from transcript34:28 – 35:37
...competition, respecting your competition. Don't take your competition for granted, but know your strengths of how you can beat your competition and just making sure your team is enabled on that. And not don't be scared to compete. I love to compete.
56:13 / 57:16
from transcript56:13 – 57:16
...where competition is going to come from. Government has to regulate some stuff. But I think when they overreach, they don't realize that just because they're preventing one of these m and a's or these acquisitions, it's not really preventing competit
14:42 / 16:07
from transcript14:42 – 16:07
...competition. And I'm not only talking about your direct competitors. I'm also talking about all other companies that market to consumers, that want to reach the same consumer. Like, what are they doing? What are they experimenting with? What have the
47:14 / 48:16
from transcript47:14 – 48:16
...competition. It doesn't have any no competition. Right? I would love to have no competition, but that's the box I just completely have given up on despite wishing I could check it. No competition. I would if I could, that would be a gift, but it's th
1:14:59 / 1:16:03
from transcript1:14:59 – 1:16:03
...for some of those companies. It's very David Goliath in a way that seems different from even startup versus legacy company. But it I I see this as a good thing in how it could become a force and function for some of those bigger, more bloated softwar
31:14 / 32:36
from transcript31:14 – 32:36
...competition in the future. It's it's a rare, rarefied air. The only place you might see it is right now in the Netflix deal. You could say Netflix plus HBO is the number one and the number three streamer. That's too much. Disney, Hulu. I mean, I can
46:27 / 47:41
from transcript46:27 – 47:41
...competition? And also just how to message about competition in sales cycles. We are in a ultra competitive environment. We're competing with big tech. We're competing with startups. We're competing with, I can build this myself. We're competing with,
55:26 / 56:39
from transcript55:26 – 56:39
...competition. There's actually this great quote. I think it's from YC, but it may be from somewhere else where startups die of suicide, not homicide. I've believed that for every single company. And candidly, I've my first company died by suicide. I b
38:54 / 40:12
from transcript38:54 – 40:12
This is niche software in the age of vibe coding and an acceleration and SaaS being absolutely challenged by these new technologies. And this happens every single time the government intervenes, which is the market takes care of it. There are a thous
23:07 / 24:18
from transcript23:07 – 24:18
...about competition because I don't think that's what undoes companies. Bad execution undoes companies. And on the same token, I prefer actually market education.
12:58 / 14:37
from transcript12:58 – 14:37
but competition is fierce. Chamath, your thoughts here on the game on the field. Code red for people who don't know in our industry is when everybody reports to the office and gets focused on one thing. And, that's apparently what Sam's doing. How do
1:30 / 2:37
from transcript1:30 – 2:37
joining the market a little bit late, kinda like how Ramp did compared to Brex. And ramp was dismissed originally as kind of a a clone, a copycat, a Johnny come lately, and it has absolutely stormed the gate. And now I would say ramp is ahead of Brex
24:37 / 25:47
from transcript24:37 – 25:47
...to which all deals are pretty much good to go. And I do think that you're right that at some point, the competition does get a little bit skewed if you let everyone become one blob. It really just has to do a market share. You know? If NVIDIA
44:59 / 46:05
from transcript44:59 – 46:05
...I think the competition is as aggressive as it's ever been. I think sometimes we make more out of this coopetition than there is. Like, I don't think Microsoft, you know, NVIDIA launching a few models, I don't think they intend to be in the, you know
1:14:58 / 1:16:02
from transcript1:14:58 – 1:16:02
The goal of consumers getting more for less has been achieved so greatly by these companies that to go and invest in a competitor, sometimes this doesn't make sense. Gmail being free is a really hard price for the industry to compete with. The browse
0:00 / 1:11
from transcript0:00 – 1:11
...there is and the more, like, diversification of features that emerges, you the the more ridiculous it is for a developer to try to take advantage of all those features, and and that's where we come into into play. Like, you get get them all out of th
35:59 / 37:04
from transcript35:59 – 37:04
...deals where the competition was SAP or Excel, and they get to millions in revenue. But they got there with a product that was clever, but, you know, did three things, and four years later, it does six things.
19:05 / 20:51
from transcript19:05 – 20:51
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