software startups

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jan 25, 2016 by Bryan Johnson · across every show →

Everything said about software startups, oldest first

Jan 25, 2016 positive
Opinion
Bryan Johnson: Hard science VC is less competitive than software investing
“I found it to be less competitive and less cutthroat and Then say, for example, you find the behavior and investing in a particular app or software company where you have, you know, dozens and dozens of companies that could are viable capital sources. There's …”
Bryan Johnson Jan 25, 2016 ▶ 8:41 20VC: Bryan Johnson @ OS Fund & Braintree on Investing In The Operating Systems Of Life & Why VC Should All Be Open Source
Apr 20, 2020 bearish
Prediction Not checkable as stated
Unprepared software startups face major revenue shock in Q4 2020
“So if you don't have a plan for that happening, both in terms of how you gracefully do it, what you're asking for in return, and how you size your cost base, you're going to be in for a huge shock, and that shock is going to come in Q four and Q one.”
Mark Suster Apr 20, 2020 ▶ 10:07 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
May 12, 2023
Assertion Supported
Delangue: AI Startups Cost More to Build Than Traditional Software Startups
“It does, a little bit. A bit similarly, in my opinion, to how, you know, like you would build like an internet company or like a software company, 20 years ago. Because compute is kind of like more expensive for AI than it is for traditional software. Because …”
Clément Delangue May 12, 2023 ▶ 31:05 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
Nov 13, 2025 bearish
Prediction Open · timeframe Nov 2030
Lemkin: Tech Companies Will Never Return to 2020-2021 Staffing Ratios
“I think we're going to see a lot of these folks, you know, adding revenue teams, adding sales teams, adding marketers, never at the ratio of 20, 21. We'll never see those levels of staffing of humans”
Jason Lemkin Nov 13, 2025 ▶ 18:08 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
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