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B2B software

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Jun 24, 2021 by Mark Mullen · across every show →

Everything said about B2B software, oldest first

Jun 24, 2021 bullish
Prediction Partly held up
Bonfire Targets 24 to 28 Seed Deals With 60% Follow-On Reserves
“We're not going to move out of that. So we have a very clear focus in what we do and we do about Seven to eight, seven to nine deals a year. We'll have a 24 to 28 company portfolio, and we do about 40% of the investments are the primary check and 60% follow-on…”
Mark Mullen Jun 24, 2021 ▶ 11:17 20VC: Optimising Investment Decision-Making in Compressed Fundraising Timelines & A Deep Dive on Portfolio Construction, Price Sensitivity and The Importance of Ownership with Mark Mullen, Co-Founder @ Bonfire Ventures
May 6, 2024
Insight
Tavel: B2B software relies on economies of scale, not network effects
“B to B software has very rarely had network effects, right? What it has had instead is more economies of scale.”
Sarah Tavel May 6, 2024 ▶ 31:11 Sarah Tavel: Will Foundation Models Be Commoditised? | E1149 · 20VC with Harry Stebbings
Feb 5, 2026 bearish
Prediction Not checkable as stated
Lemkin: Agent-to-agent AI communication will disrupt massive amounts of B2B software
“I think it will disrupt massive amounts of B to B in software when agents can communicate with each other.”
Jason Lemkin Feb 5, 2026 ▶ 1:28:17 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Jul 2, 2026
Insight
O'Driscoll: Traditional PE cost-cutting fails in B2B SaaS without AI re-engineering
“If you buy a B to B software company today, it's pre-AI, it is highly unlikely that simply optimizing and pressing the buttons will be enough... Unless you're kind of generating new revenue from AI and significantly reengineering the company... It won't be suc…”
Rory O'Driscoll Jul 2, 2026 ▶ 53:52 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
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