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software provider

also referred to as: software providers

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Rory O'Driscoll · across every show →

Everything said about software provider, oldest first

Feb 12, 2026 neutral
Insight
O'Driscoll: Mass AI adoption requires product simplification, not consulting wizards
“If the only people who can roll out your shit are wizards, then you're going to run out of wizards, and then you're going to run out of revenue. So have mass adoption, you're going to need mass simplification.”
Rory O'Driscoll Feb 12, 2026 ▶ 9:57 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Feb 26, 2026 bearish
Prediction Not checkable as stated
Lemkin: Software firms failing to own category AI agents will be maimed
“No, I think just people are going to be maimed even more than they think if they don't own the agents in your category. You've got to own the agents in your category. And whether those agents are owned by a startup, or whether some version of that agent can be…”
Jason Lemkin Feb 26, 2026 ▶ 18:06 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Apr 9, 2026 bullish
Insight
O'Driscoll: The Best Agentic Marketing Strategy Is Selling Software Tools to Mainstream Companies
“And the correct play was to be the software provider, helping the normies tool up. And I think the same is true here in agentic marketing.”
Rory O'Driscoll Apr 9, 2026 ▶ 1:31:10 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
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