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20 results for “software markets”
Concept3 mentions across episodes
software
Topic2 mentions across episodes
software
...What we're seeing today is that a really strong use case for AI is to make software developers more productive. This allows ISVs to generate more code per person and allow folks who are a little bit behind to catch up and allow folks who are ahead to
14:15 / 15:18
from transcript14:15 – 15:18
...software engineering. Even among Starps in Silicon Valley, which I think are probably some of the most attractive places for software engineers to work, there's always been a chronic charge of them. Then you've got the Fortune 500 companies, non tech
19:27 / 20:49
from transcript19:27 – 20:49
...software. I think what Aaron is saying here is the market for software and software engineers was so constrained by the lack of availability that even if we 10 x or a 100 x the productivity of software engineers, the demand will be there to absorb th
21:34 / 22:52
from transcript21:34 – 22:52
And then again, we're seeing it happen again during this AI, which I would say the AI transformation of the last three years has been the most dramatic I've seen in the last thirty years of being in this industry. And there's one interesting blip alo
15:44 / 16:53
from transcript15:44 – 16:53
...software in the firm, and you contrast that with the ITSM agents that are arriving. They plug into your stack, and this type of request becomes nearly instantaneous. Through advancements in LLMs, you can now extract intent, you can classify the reque
11:03 / 12:17
from transcript11:03 – 12:17
“The death of proprietary data moats is coming next”
...If the cost of software creation is going down, how do we determine which businesses have sustaining value versus which do not? So the key thing right now is so far, the only thing that's gone down to
4:58 / 5:36
prediction4:58 – 5:36
...software companies that have been around, you know, twenty, thirty years that are still growing. And, you know, I actually think the biggest disruption you're gonna see is in, like, manufacturing, is in, like, health care.
16:26 / 17:33
from transcript16:26 – 17:33
...software area was one, and then we saw the cloud transition. Right? So we went to recurring revenue, totally different deploying model, totally different operating model. And during that time, we'd see things like net dollar retention being more impo
14:54 / 15:59
from transcript14:54 – 15:59
...markets, a major spike in valuations. Historically software was trading six to eight, nine times
20:15 / 21:18
from transcript20:15 – 21:18
...software industry right now. If building software the process of building software becomes much faster, there's a another dynamic where every vendor can basically increase the amount of SKUs they offer rapidly, massively. And so if you are a platform
48:45 / 49:48
from transcript48:45 – 49:48
...a software engineer will change. A Stanford doctor who's in oncology, who has an idea for, like, some cancer detection type app. Now that person will be able to create like a very simple version of an app that somebody could check by themselves and s
50:58 / 52:05
from transcript50:58 – 52:05
...software history. Even before you know, we think a lot about SaaS and the startups and stuff like that. But, like, a lot of the big companies that we think of in software, especially, like, pre Salesforce, whether it's, like, SAP, Oracle,
8:57 / 10:04
from transcript8:57 – 10:04
I'm Alex Rimpel. I'm the AppSpan. I've been at the firm for ten years, and I stole this from Chris Dixon who published a post like this about probably twelve or thirteen years ago. And the whole premise is that product cycles drive growth. And at the
0:44 / 1:50
from transcript0:44 – 1:50
...of software from 1960 until 2022 was you would take a filing cabinet and you turn it into a database. The cool thing about everything that's happening in AI land is that the filing cabinet can do work. The idea I would vibe code my own work day and t
0:01 / 1:02
from transcript0:01 – 1:02
...in this domain, chances are everyone in the in the nearby domains will also have those products, and they'll all try to sell those new products, and it'll get more competitive. So I think that's a dynamic that's that's really a risk for them. The mos
41:14 / 42:16
from transcript41:14 – 42:16
...on software vendors in favor of automating services with AI. I think, though, practically, the effectiveness is of this is still to be determined. Many investors that I speak to have some degree of fear that this could play out in a handful of their
12:00 / 13:06
from transcript12:00 – 13:06
still doing okay. Yeah. Yeah. But, Jason, Atlassian's not dial up. It's down 37% on the year, 67% on the last twelve months. You know, Shopify down 25%. As you said, Gartner down 71%. Navan, as my partner, very politely said, gosh, there really is no
19:30 / 20:44
from transcript19:30 – 20:44
...is oversold software. Now an interesting topic that's not discussed is the cost of transitioning from one SaaS provider to another going dramatically down. So systems integration. I don't think we're allowed to believe in luck at Andreessen. We have
0:00 / 1:03
from transcript0:00 – 1:03
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