Searching...
21 results for “market saturation”
Concept2 mentions across episodes
market saturation
...markets? Earlier this week, I I forget who we were talking to, but, I had been talking to a founder, and he had some idea. And I was just thinking to myself, like, sounds like a great idea, but I can guarantee that four different y c companies are go
12:24 / 13:49
from transcript12:24 – 13:49
...It really just has to do a market share. You know? If NVIDIA
44:59 / 46:05
from transcript44:59 – 46:05
...a market where you have everybody loss leading, and nobody's big enough to get any kind of scale effects. Is there gonna be a a world where the the nineteenth player survives? I mean, Jack Welch,
36:43 / 37:46
from transcript36:43 – 37:46
...market becomes a good market. And this kind of goes back to, like, why momentum is important. Because if you have 20 companies that are all at the exact same scale, then it's actually great for the customer, which is, like, the the prices go to zero,
35:55 / 37:20
from transcript35:55 – 37:20
...market. Yeah. Yeah. I think I'm and I I think, you know, your annual report was great, by the way. Y'all are at, what, 1% of GDP or something probably? Okay. I'm in I'm in 60 to 70% of the cities that matter. Yes. Yes. There's just not enough space f
59:07 / 1:00:18
from transcript59:07 – 1:00:18
...markets, do we not have a liquidity problem then? When we look at I don't wanna pick on anyone, but fuck it, I will. Say like a company like Snyk in the cybersecurity market, which has been going, it's now getting eaten away by new incumbents before
27:34 / 28:52
from transcript27:34 – 28:52
...a market I I really want every investment to become a market leader. And the more competition there is
5:08 / 6:20
from transcript5:08 – 6:20
...markets often, not always, but often have more competitors. So if you get too obsessed with having one competitor, you can end up investing in something that's just a small market. It's not always the case for sure. Right? But you've got to be carefu
19:05 / 20:51
from transcript19:05 – 20:51
...market, or is this a more evenly fragmented market with three to four players? I think there's pretty rarely a enterprise market that is a winner take all market. Most of the winner take all markets are, like, more marketplaces where there's heavy ne
37:20 / 38:36
from transcript37:20 – 38:36
...market where the m and a would be in the worst interest of consumers and limit 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 o
46:27 / 47:41
from transcript46:27 – 47:41
...market, there are like 50 providers with over 50,000,000 in funding, 10 with over a 100,000,000, I'm very much of the Peter Thiel school of thought that you know competition is for losers and we want to have monopoly markets with your Dacogons and yo
33:45 / 34:49
from transcript33:45 – 34:49
...markets could be small at the beginning, and it can grow over time. Everybody knows where all the large markets are, and it's generally a bloodbath when you enter those markets. And so, you know, I'm not saying that competition is not going to happen
15:28 / 16:48
from transcript15:28 – 16:48
...go upmarket to the higher margin stuff and then eventually they overtake the industry. That is one way, obviously, of entering a market. There are other ways of entering the market just with a superior product, so you get more and more people to sort
16:27 / 17:31
from transcript16:27 – 17:31
...for so many companies. And by the way, it started, it actually started, I don't know, eight or ten years ago when I started talking about bubbles. When you look at markets and you look at the amount of companies that are actually competing for the sa
14:15 / 15:20
from transcript14:15 – 15:20
...are well served. They're happy. It's been positive some for them, and at the same time, the clouds are really good businesses. I think the same is likely to happen in the model space. So the market is gonna be so big, it will fragment in ways that we
23:06 / 24:26
from transcript23:06 – 24:26
Like there's so much euphoria for AI that people feel they have to have some of these companies in their portfolio. We as a venture industry have to think about how to create monopolies. The regulator doesn't want monopolies, but we want monopolies.
1:08:56 / 1:10:01
from transcript1:08:56 – 1:10:01
...85% market share in search, and people are all like, oh, we need to break up Google. And lo and behold, right, we have OpenAI and Entropic now out there with ChatGPT. I know that is like real threat to Google. So my point is that it is very hard to p
14:42 / 16:07
from transcript14:42 – 16:07
...markets. So while there is a risk of more 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 ther
34:28 / 35:37
from transcript34:28 – 35:37
...markets, do we not have a liquidity problem then? When we look at I don't wanna pick on anyone, but but fuck it, I will. Say like a company like Snyk in the cybersecurity market, which has been going it's now getting eaten away by new incumbents befo
30:25 / 31:49
from transcript30:25 – 31:49
Like in in sales, do I need an AI tool, an SDR tool, a BDR tool, an AICS tool? These are all five folks trying to get five, six hundred thousand of you. I think and we're actually already seeing this going to our conversation. Like, we're already see
1:09:45 / 1:10:48
from transcript1:09:45 – 1:10:48
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.