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18 results for “software markets”
Concept3 mentions across episodes
software
Topic2 mentions across episodes
software
...labor markets are, like, the $13,000,000,000,000 of wages that we talked about, you know, software revenue is very small. If you just take one category, like, just one particular profession and take the example of nurses just because we have a portfo
11:14 / 12:16
from transcript11:14 – 12:16
...the software market has always been because I think understanding the past is the best window of actually understanding the future and what's possible. So my thesis is that almost every software company has basically taken a filing cabinet and turned
2:50 / 4:10
from transcript2:50 – 4:10
...software, not necessarily at the same, like, rate that you would pay for labor, but this is not something that you would hire a software product for. This is not something you would ever have a software product for before. So I'll I'll talk about a c
15:00 / 16:05
from transcript15:00 – 16:05
...brings to companies, it's really hard to do just as a public investor. And certainly in the middle and lower middle market, it's almost entirely private. We've always wanted to have products where we can give our investors exposure to the small cap,
33:00 / 34:07
from transcript33:00 – 34:07
...for a lot of money upfront, and they didn't really know how to go for, like, less money every single month as a subscription. So category one is Trad software that's going AI native. Category two is arguably the biggest, which is basically it's not c
8:40 / 10:17
from transcript8:40 – 10:17
...the software companies in the public markets. I think the issue is not that there's gonna be a ton of new software in the future. There is gonna be a ton of new software in the future.
46:30 / 47:33
from transcript46:30 – 47:33
...software? Like, why does someone buy some random SaaS tool? Is it because it's so hard to build it? No. Like, most SaaS tools are like crud. Like, they're just these basic kind of readwrite databases. They're all the same. So why do people buy them?
35:59 / 37:00
from transcript35:59 – 37:00
...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
...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
...software has been a thing. And there have been free open source versions of almost any software you could buy for all of recorded history. There's actually some companies that are public that built their businesses packaging the open source software
13:27 / 15:18
from transcript13:27 – 15:18
...software system is the combination of the code and all of the individual users who have learned how to use it. If you're trying to change out your CRM at a company, that means training every single sales rep on how to use the new CRM and getting it r
9:43 / 11:15
from transcript9:43 – 11:15
...markets, a major spike in valuations. Historically software was trading six to eight, nine times
20:15 / 21:18
from transcript20:15 – 21:18
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
...software. You can do sales. You can do PR. Everything is getting faster and faster and faster. So the time between, like, conceiving of a product and publishing it and finding a developer, you don't even need a developer. You can just publish softwar
28:29 / 29:46
from transcript28:29 – 29:46
...companies in the public markets. I think the issue is not that there's gonna be a ton of new software in the future. There is gonna be a ton of new software in the future. The whole story of SaaS and cloud was that the market grew seven x in size, an
39:01 / 40:06
from transcript39:01 – 40:06
...software? I think software is pretty screwed. A lot of it, at least. Not all of it. You know, you still, it depends on whether you call the cloud provider software or not. You know, you still need to run this stuff somewhere. And I think there's ther
44:13 / 45:17
from transcript44:13 – 45:17
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