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application software

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 15, 2025 by David George · across every show →

Everything said about application software, oldest first

Dec 15, 2025 bullish
Prediction Not checkable as stated
Independent AI application software companies will win across almost every category
“We fully changed our mind. I think there's going to be application software companies built on top of models in pretty much every direction.”
David George Dec 15, 2025 ▶ 1:00:20 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
May 7, 2026
Insight
O'Driscoll: App software must target a senior executive's top two priorities
“Whenever you're selling application software, you want to be one of the top two initiatives for the most senior person you're selling to. That's how you make money, right?”
Rory O'Driscoll May 7, 2026 ▶ 29:20 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
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