software company
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Dec 15, 2017 by Matt Straz · across every show →
Everything said about software company, oldest first
Dec 15, 2017
Oct 10, 2022 negative
May 6, 2024 positive
Tavel: AI enables startups to sell completed work rather than software seats
“What AI enables is actually a very different unit of work that you sell, which is doing the work. And so you're almost a software company that looks like a services business that is able to sell like the full work product that the outcome, as opposed to sellin…”
Mar 7, 2026 neutral
Mitchell Green: Average public software company spends ~30% cumulative on R&D
“So if you were to look at your average software company that goes public, You know, if you look at cumulative spend since inception, it's usually around, like, 30% is R&D. So like, a huge amount of these businesses are about, like, sales and marketing, distrib…”