Constellation Software
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 9, 2023 by Scott Farquhar · said 20 times in 6 episodes since 2023 · across every show →
Mentions by year
brought up most by Rory O'Driscoll (13), Harry Stebbings (4), Scott Farquhar (1), Sam Lessin (1), Jason Lemkin (1)
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2026 13 mentions in 3 episodes 4 per episode
- Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 5 mentions in 1 episode
2023 2 mentions in 2 episodes 1 per episode
Everything said about Constellation Software, oldest first
Oct 9, 2023 bullish
Farquhar: Bootstrapping software startups is still viable in niche markets
“But there are many markets, like, ah, that go after very, very small, like, niche software. Constellation Software is a public company out there that does a lot of this, where they literally invest in, ah, you know, reservation systems for dog kennels or somet…”
Jul 3, 2025 bullish
O'Driscoll: Subscale SaaS roll-ups will accelerate once sellers accept price drops
“I think you're gonna see a lot of it, right? I think that, you know, you had mentioned, is it Visma, which is the company that's going public in the UK, and we'll come back to that, but the aha prior to that is it's a roll-up of, you know, hundreds, literally …”