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21 results for “software valuation”
Concept10 mentions across episodes
valuation
Topic7 mentions across episodes
valuation
Concept3 mentions across episodes
software
...of a software developer's job. Like, different surveys, 10%, 20%, 30% of the week is spent writing code. Right? You might argue in the best companies, it's close to 50% of the week spent writing code. There are meetings and finding things and finding
34:15 / 35:35
from transcript34:15 – 35:35
...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
...spike in valuations. Historically software was trading six to eight, nine times
20:15 / 21:18
from transcript20:15 – 21:18
...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 is commoditized? What does that mean? It means that people will be able to build applications much faster than was historically possible. It also means that the businesses that succeed in a world where software costs approach zero will be bu
28:30 / 29:30
from transcript28:30 – 29:30
“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 development. That is a financial professional who's trying to get their job done and has a new set of tools to go get it done. Marketers making websites, you might argue, is kinda the same thing. There's lots of these examples where it's lik
29:10 / 30:21
from transcript29:10 – 30:21
I I would say that a 10,000 person company paying for Workday, the 20,000 person company probably plays twice as much plus some discount because they're buying more because they generally have twice as much complexity of stuff, and they see that as f
28:19 / 29:42
from transcript28:19 – 29:42
...company is overcharging me for software, it might make sense.
20:15 / 21:16
from transcript20:15 – 21:16
...itself. Right? It turns out to be a much harder problem to go out and collect requirements from an unknown set of users with an unknown set of needs and, like, figuring out what to build. That turns out to be much harder than actually building it. So
36:41 / 37:52
from transcript36:41 – 37:52
that can barely use Wix and Squarespace, let alone build out their own CRM system and POS system, not a freaking chance. And then we move to foundation model companies moving into very vertically specific elements. You know, we're in a business that
50:10 / 51:16
from transcript50:10 – 51:16
...software. But there probably will be less HR staff using the software, to your point, Jason, because
36:34 / 37:52
from transcript36:34 – 37:52
...software companies that are popping up in this space, it's no longer the system of record for, like, time and attendance. Like, draft me a contract. Like, do that work for me. You could start billing out. Again, unclear how the pricing model of this
11:57 / 13:31
from transcript11:57 – 13:31
...software. Like, that coding agent, like, if it writes really bad code, like, fire it. You know? I don't know what the right metaphor is. Like, you should pay for a job well done, in my opinion. I mean, that's how you pay your software engineers. Righ
35:59 / 37:01
from transcript35:59 – 37:01
...gets bitten written, it's got to be sold to businesses in a way that the people using the software, who are not technical people, see so it's easy interface. That's a big part of it. And, also, software historically borrowed its way into your data an
13:36 / 14:40
from transcript13:36 – 14:40
...software vendors. And so I obviously hope that b to b software vendors continue to exist in this world. But I believe that b to b software I believe software vendors have an important role in the future even if the bolts of the world, the cursors of
47:15 / 48:21
from transcript47:15 – 48:21
...software vendors still have a role in the future is because the buyer wants a throat to choke. Ultimately, when you buy something from a vendor, I am getting a guarantee that you will serve me well, that the software will not have downtime. You'll be
48:40 / 49:46
from transcript48:40 – 49:46
...and and you're still gonna have that. But, you know, I do think there are a lot of pieces where the software existed essentially as a a kind of wrapper around a database. And now you're just gonna you know, with just the database, you can do that. An
45:44 / 46:49
from transcript45:44 – 46:49
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