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horizontal software

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 28, 2023 by Sarah Guo · across every show →

Everything said about horizontal software, oldest first

Apr 28, 2023 neutral
Prediction Not checkable as stated
Guo: AI funds will eventually become general horizontal software funds
“I think it's eventually just a horizontal software fund, but right now, I think it's also useful for us to be specialists, right?”
Sarah Guo Apr 28, 2023 ▶ 7:28 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Apr 17, 2025
Insight
O'Driscoll: Cutting R&D in horizontal SaaS degrades retention and kills products
“If you cut off the R&D and the sales and marketing, your gross dollar retention will be 80%, you won't be selling any new shit, you'll be declining, and your product will become irrelevant in two years.”
Rory O'Driscoll Apr 17, 2025 ▶ 21:49 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
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