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OpenBusiness & Startups· Tier C · not scored· not scored

Matt predicts that companies adopting AI-native systems thinking will gain market share from incumbents that don't, causing incumbent growth to stall.

On 20VC (20 Minute VC) · unverified speaker · 20VC (20 Minute VC) · Aug 15, 2026

“I think the companies that do will quickly gain market share against those that don't. Right? And that's why I think we live in very interesting times in terms of competitive environment where the incumbents that don't adopt this at the senior level will essentially, their growth rates will will stand still while the hyper growers that are doing exactly this framing will essentially gain that market share and outcompete them.”

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Our resolution criterion

disputable

Market share gains measurable: AI-native companies grow faster than incumbents in their categories; incumbent growth rates decline relative to AI-native competitors

Target: Aug 16, 2028Dispute this

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