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20 results for “incumbents vs startups”
Concept2 mentions across episodes
Startups
...Incumbents struggle to sell to startups because they're bound by the rules of p and l. New startups
15:34 / 16:49
from transcript15:34 – 16:49
...incumbents have the distribution. They have always had the distribution. Like, the point of the startup is you have to go fight with a better product or a more clever product, and maybe a different business model to go get new distribution. But the s
20:27 / 21:34
from transcript20:27 – 21:34
...incumbents are gonna win this one or the startups are gonna win this one. When we look at the incumbent set, Microsoft are often hailed as the one who's embraced it most tactically, strategically, and efficiently with their partnership with OpenAI an
18:22 / 20:07
from transcript18:22 – 20:07
...incumbents? Would you think it's startups? So every tech revolution brings with it new winners and new losers. This one is no different. In fact, I think this one, the window for many startups to actually start playing with ingenuity and innovation.
23:12 / 24:27
from transcript23:12 – 24:27
like any other part of software, and the number of people who know how to leverage these models is growing. Right? Which is great for you and me. Like, we're gonna see more interesting companies from people who are really customer oriented. I think t
17:59 / 19:08
from transcript17:59 – 19:08
...Valley. Incumbents struggle to sell to startups because they're bound by the rules of p and l. New startups represent very little in the form of new revenue for incumbents, but they cost money to serve in terms of marketing spend or sales or building
16:04 / 17:36
from transcript16:04 – 17:36
...Is it incumbents integrating AI into existing product suites or startups providing new products? I think startups providing new products. And I think it's because the quality of the team of product craft, right, or the the team that's gonna care abou
44:15 / 45:27
from transcript44:15 – 45:27
...startups are outpacing the incumbents. The growth ones, it's more of a mixed bag for lots of reasons. There's ones that are a little more ossified and aren't necessarily taking advantage of the stuff, and there's ones that are still young and dynamic
53:49 / 55:01
from transcript53:49 – 55:01
...incumbents. And so I think the new startups have like an opportunity there to do things 10 times, 50 times, 100 times better than the incumbents. Why is it hard to do for the incumbents? Sorry. I'm naive here. Why is that difficult for them to do? Be
23:15 / 24:21
from transcript23:15 – 24:21
...startups and incumbents is, can the startups get distribution before the incumbents get innovation? Yeah. Right? In this industry, what's interesting is, you know, when you're competing that's true. In many cases startups and incumbents have to colla
26:59 / 28:03
from transcript26:59 – 28:03
...who wins? Is it incumbents or startups? And all startups say, well, you know, the incumbents, they can't move very fast. And I mean, respectfully, all three of you move really fast. My question is, like, is it kind of old b s that incumbents can't mo
31:17 / 32:42
from transcript31:17 – 32:42
...incumbents? Would you think it's startups? So every tech revolution brings with it new winners and new losers. This one is no different. In fact, I think this one, the window for many startups to actually start playing with ingenuity and innovation.
22:29 / 23:39
from transcript22:29 – 23:39
...startups that actually go and do it and and actually produce real, you know, real companies in these spaces. Yeah. Because, I I mean,
39:34 / 41:00
from transcript39:34 – 41:00
...is like startups versus incumbents. Alex Rambel of Andreessen says a brilliant one, which is, will the incumbent acquire innovation before the startup acquires distribution? When we look at kind of the two ends of the spectrum for the next generation
36:11 / 39:06
from transcript36:11 – 39:06
...startups. If the floor is lava, it's really hard to turn a really big ship. I think that some of the CEOs of large companies now are incredibly capable, but they're still trying to make a 100,000 people move very quickly in a new paradigm. The market
21:51 / 23:07
from transcript21:51 – 23:07
...Incumbents with incredible distribution advantages. Is it startups with none of the technical debt, the ability to move fast, integrate quickly? How do you think about that? There's a third category, and I don't really know how to describe it. We tal
53:15 / 54:27
from transcript53:15 – 54:27
...the incumbents have far greater distribution. Microsoft has an incredible channel. Microsoft has a special relationship with OpenAI. The pace with which Microsoft is injecting its products with LLMs is astounding. Right? And so startups are in this u
38:03 / 40:14
from transcript38:03 – 40:14
...we have some very strong incumbents, Google, Microsoft,
4:15 / 5:34
from transcript4:15 – 5:34
...incumbents to completely rewrite everything and become cloud native. Like, that was a very long period of time, and so it sort of gave start ups the time to really go out and build, develop customers, get distribution, and compete. Here, it's a lot e
7:27 / 9:29
from transcript7:27 – 9:29
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