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20 results for “software markets”
Concept3 mentions across episodes
software
Topic2 mentions across episodes
software
...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
Ask nine experts what the future holds for business, and you're gonna get 10 answers. Bull market, bear market, rates are going up, rates are going down. The truth is no one knows, and nobody has a crystal ball, nor do you need it. What you need is N
10:15 / 11:38
from transcript10:15 – 11:38
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
And, they built a white label service that allows other companies to offer essentially equities trading to their customers. And they've been a little quieter during the post 2021 collapse. But as it turned out and as I learned, they were just busy gr
9:43 / 11:05
from transcript9:43 – 11:05
...model of software has to change. It has to change. This is what I call, as homage to Starbucks here, the tall, grande, venti model of SaaS. If you go to any SaaS company in the world, go to their landing page, it probably looks like this. This is a c
8:12 / 9:21
from transcript8:12 – 9:21
...software. We moved that to, you know, seat based subscription. Then with the clouds, a lot of companies have become consumption based pricing models. And in the future, with AI and a lot of domains, it's gonna be outcome based pricing. You can see th
49:27 / 50:41
from transcript49:27 – 50:41
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
...software. I wanna pay per outcome. So we've been aggressively betting on the bingo board. Let's evaluate every company that we see in this space. So if it's payroll, if it's support, if it's ERP, and the important thing is that these are systems of r
12:27 / 13:57
from transcript12:27 – 13:57
...markets, a major spike in valuations. Historically software was trading six to eight, nine times
20:15 / 21:18
from transcript20:15 – 21:18
...database software, or are we gonna let other vendors do that on top of us? They kind of made those decisions as it went out. What's really interesting is if you look at the foundation model vendors, they have been racing towards the application layer
34:22 / 35:36
from transcript34:22 – 35:36
...software is easily replicable, given these new software agents. So if you're faced with a 500,000 SaaS bill, and you can put 150 k engineer on building a bespoke version that gives you more features for 70% less, every business is going to consider t
41:15 / 42:18
from transcript41:15 – 42:18
...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
...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
...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
...by software and by digital natives. I think as you and I both know from our investing and from our colleagues investing across the country and across the valley, that is changing radically. Almost every category, everything from car insurance to life
16:30 / 17:34
from transcript16:30 – 17:34
to understand where the founder is on that journey and how much they're implementing from the ground up. And, you know, what you said in terms of blowing up existing operations, that's also happening in post AI companies too. And increasingly, people
10:28 / 11:32
from transcript10:28 – 11:32
...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
“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
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