> You look in contrast everybody who is basically going “mine, mine, mine”. Look at those companies, they are laying people off all the time. They are on the down slope of their corporate cycle. Some of them are huge multi-billion dollar companies but innovation is not coming out of them.<p>A lot of smaller startups seem to fit this description. I wonder which large companies he has in mind though. He named Alcatel as one, I guess. Maybe AT&T as well? IBM? Oracle? I don't know. Oracle is making a ton of cash.