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software industry

4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Nov 8, 2021 by Jim Swartz · across every show →

Everything said about software industry, oldest first

Nov 8, 2021 neutral
Assertion Supported
Swartz: Software and communications were under 15% of 1980s VC
“You go back in that era, those two sectors were maybe 10 to 15% of the total investing that was going on at the”
Jim Swartz Nov 8, 2021 ▶ 7:04 20VC Special: Accel Founders Arthur Patterson and Jim Swartz on Building Accel Into One of the Most Prominent Venture Firms Over Four Decades, How Today's Market Compares To The Dot Com Bubble, How To Do Generational Transition Well and Why Accel Will Nev
Jan 9, 2023 bullish
Assertion Not checkable as stated
Schuck: ZoomInfo runs software's most efficient go-to-market motion
“And we run a really efficient go to market motion, the most efficient go to market motion and software, which means there's not a lot of slack in the rope.”
Henry Schuck Jan 9, 2023 ▶ 34:19 ZoomInfo CEO Henry Schuck: Sales Cycle Elongation; Gratitude Journaling; Sales Layoffs | E964 · 20VC with Harry Stebbings
Mar 5, 2026 neutral
Assertion Supported
O'Driscoll: Software valuations averaged 6x revenue historically versus 20x during COVID
“There was 15 or 16 years of the bucket growing at an average of 30% valued at an average of six times revenues. Then there was two years of COVID bucket growing 40% average of 20 times revenues.”
Rory O'Driscoll Mar 5, 2026 ▶ 47:57 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Apr 20, 2026 neutral
Prediction Not checkable as stated
Levie: Markets will differentiate software companies on AI agent impact
“I would say that we're in a period right now where basically the market is being treated roughly as in, as the kind of indiscriminately, you know, kind of bucketed sector. And the next year, two years or whatnot, you'll start to see some separation and parsing…”
Aaron Levie Apr 20, 2026 ▶ 39:59 Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
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