Workflow
Can the “Old Guard” Still Compete?
20VC with Harry Stebbings·2025-06-21 05:00

Competitive Landscape - Incumbent system of record providers leverage existing customer base as a competitive advantage [2] - New entrants compete by offering solutions compatible with any system of record, avoiding displacement of legacy systems [2] - The traditional approach for established players involves adding new features to existing systems [1] Market Position - Dropbox lacks a significant enterprise presence compared to Service Now and Salesforce [3] - Dropbox and Glean operate in different market segments [3] Strategic Analysis - The success of Dropbox's product is not the primary concern [1] - Leadership is crucial for established companies to compete effectively [1]