Evidence receipt / prediction
Published · transcript-backedJohn Collison: prediction
5 Mar 2026 Cheeky Pint Garrett Langley of Flock Safety on building technology to solve crime
“I think you tend to see structurally in these smaller… I mean, it's a large market in total, but where there's a finite universe of buyers, the distributional advantages are very powerful.”
Source trail
Everything needed to verify it.
- Speaker
- John Collison
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 5 Mar 2026
- Publisher
- Cheeky Pint
Transcript context
…There's just not enough space for seven competitors. The market's not big enough, and we're not creating new cities. There are new businesses created every single day. I think you tend to see structurally in these smaller… I mean, it's a large market in total, but where there's a finite universe of buyers, the distributional advantages are very powerful. I think so. I think what we'll see is… I see a new VC-backed company every day. I'm like, there's just all these things are going out of business, so they're just going to be consolidation. You see, I think Motorola has done 40 acquisitions in the last two years. Axon did five last year. We did one last year. I just think you're going to see……
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