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B to B software

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Mar 10, 2025 by Jake Saper · across every show →

Everything said about B to B software, oldest first

Mar 10, 2025 bullish
Prediction Not checkable as stated
Jake Saper: Microsoft is the safest 10-year stock index for B2B software
“I think Microsoft, and the reason that's the case is because I'm obviously long B to B software, and that's probably the best index.”
Jake Saper Mar 10, 2025 ▶ 1:21:25 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Jul 31, 2025 bearish
Prediction Not checkable as stated
O'Driscoll: Nobody will build non-AI B2B software going forward
“Startup activity in the space that Figma plays is not going to be a thing anymore. You're not going to do a non, imagine you're not going to build a non AI collaborative design tool. You're not going to build a non AI, any kind of B to B software.”
Rory O'Driscoll Jul 31, 2025 ▶ 1:10:00 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
Feb 26, 2026 bearish
Opinion
Lemkin: Traditional B2B software is now terrible compared to AI
“Almost all the B to B software we use today is terrible now because AI software is so good.”
Jason Lemkin Feb 26, 2026 ▶ 0:34 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
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