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software market

also referred to as: software markets

6 statements across 6 episodes · 3 bullish · 0 bearish · 6 people on the record · first statement Jul 1, 2019 by Pat Grady · across every show →

Everything said about software market, oldest first

Jul 1, 2019 bullish
Assertion Supported
The US trucking market is double or triple total software revenue
“First, self-driving trucks or trucking in the US is a massive market. It's like two or three times the total size of the software market in terms of revenue dollars.”
Pat Grady Jul 1, 2019 ▶ 33:31 20VC: Sequoia's Pat Grady on What Sequoia Is Focused On Today, How Sequoia Think About Investment Decision-Making Processes & Why It Is Important To Trade A Few Points of Efficiency for Culture When It Comes To Attribution
Dec 21, 2020 bullish
Assertion Not checkable as stated
Software market expansion to $10B outcomes justifies higher early-stage entry valuations
“Software markets are much larger than anyone thought. The billion dollar companies are now ten billion dollar companies. And so what that means is the entry valuations can actually be much higher than before.”
Avlok Kohli Dec 21, 2020 ▶ 19:48 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Apr 28, 2023 positive
Insight
Guo: AI's primary opportunity lies in services, not software
“It may be it may not be very well understood that a significant part of the opportunity for AI is services, not software markets, right?”
Sarah Guo Apr 28, 2023 ▶ 42:04 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Feb 12, 2025
Insight
Universal software adoption requires low pricing
“If you want to commoditize the market and have every company own your software, you have to have a very small price.”
Fabien Pinckaers Feb 12, 2025 ▶ 41:48 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Nov 20, 2025
Insight
O'Driscoll: Software Market Shares Lock In After Three to Four Years
“After about three or four years, you grab what share you can, and then in most other markets, then there's a long ten-year, twenty-year period, where even though the market doubles, trebles, 10 X's, the rough market share at the start is the rough market share…”
Rory O'Driscoll Nov 20, 2025 ▶ 20:44 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Feb 28, 2026
Insight
Jerry Murdock: New technology expands software markets before contracting them
“Normally when a new technology comes, it sort of expands the market before it contracts, because people are already in their momentum.”
Jerry Murdock Feb 28, 2026 ▶ 18:52 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
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