enterprise software

“I didn't understand until much, much later how true this is, that there's no single decision At least in enterprise, there's no single decision you'll make that is more important than pricing with respect to your valuation, not a single one.”

“If it needs a manual, it's probably not a mod, doesn't have a modern UI, it probably doesn't have, it's not a consumerization of IT product”

“Like in the old days enterprise grade was like better, but I think today consumer grade, the consumer grade user experiences are actually the superior experience, and that's what companies are starting to build.”

“No. Because you have to remember a truth, which is that 90% of all enterprise software is only bought in seven countries.”

“So, if you come from a services background, you treat services as a revenue stream. You start building products that require lots of services, and that's a bad product. Like, it turns out that that's almost the definition of a bad product, is it's really heavy…”

“It's expensive because you know, the trust model of enterprise buyers is you're really going to take care of them, advise them, ensure outcomes. You're not just providing support.”

“So much about enterprise dynamics come from renewals. Expansions and upsells. Often hyperlinearity in growth comes from expansions.”

“Whether or not a company is going to do well is, Somewhat independent of technology often, and somewhat independent of the approach they take, and it's more like, you know, do they become the popular one that they use?”

“Like the software, the work feels like 10 years ago. So I, one interpretation I think is what's happening right now is we're just upgrading all that stuff, and that's how, that's quote unquote SaaS and all these other kinds of things going on, and it's, there'…”

“Enterprise companies actually are looking a little bit more like consumer companies when it comes to product design, fit and finish and all of that”

“We found the right balance was about 10 to 15%. So like if we, if in our products, if like, you know, people are buying, let's say they're spending a million dollars with us on the software and they spend like, you know, a 100,000 dollars or 10 to 15% on it, o…”

“Because I think that this move to services, people are just having trouble getting their heads wrapped around it, and it's a very natural progression for any company when it starts to reach a mature level, which is, okay, are we now effectively, you know, sell…”

“So I do not believe that autonomous agent would be a runtime phenomena. However, there would be a build time or compile time phenomena.”

“And then enterprise, I think will just become closer to pure usage because basically a scaling fee that grows with your headcount is kind of like incentive disaligned with like most CFOs.”

“Historically, China's just not been able to build software, at least for, like, the prosumer enterprise market, which is kind of my world. They've just never really been able to do that, and so I think that, you know, their ability to compete at, like, a softw…”

“So this is why, this is just lays the foundation for why we're going to see just a massive upgrade cycle in the enterprise.”

“And the reason why this is so important to understand is because the whole business model of software has to change. It has to change.”

“Sometimes it's very, very hard to sell products to people that eliminate their jobs.”

“If you have a hundred or a thousand times more agents than people, then your software has to be built for agents, and then what is the way that those agents are going to interact with your system? It's going to be through an API or a CLI.”

“Humans have been a bottleneck In tapping the past 25 years of software capabilities.”

“Where again, you were normally constrained by the number of people on these platforms, but now the headless user can be, you know, a hundred or a thousand X the scale of those human users.”

“30% of the private equity industry over the past decade has been devoted to enterprise software.”

“I personally expect the returns from private equity in the ground to be disastrous. Because so much of exposure is to enterprise software, and this does not mean that enterprise software companies are going out of business. Far from it. It means that the prosp…”

“Well, certainly network effects outside of a company are extremely difficult for a bunch of clients and security reasons. But the biggest network effect in enterprise software is inside of a company.”

“There's this wild underestimation about, like, you could vibe code your way into enterprise software.”

“The universal truth for enterprise software is the most difficult thing to do that happens to be the dumbest is to attempt to just compete head on with an existing category. And by head on, I mean, not just the same category, but doing it the same way. The big…”

“There's a moment right now to go sell You know, big software again. Right. And to go sell platforms and it's because of this moment. And so I think people need to be studying kind of the 15 years ago models of like how people build this and the ecosystems arou…”

“So the upside to Vibecode your own payroll or CRM is not particularly high. The downside is essentially unlimited. You know, obviously there's all kinds of sort of compliance implications of not getting things like payroll right. So most enterprise software to…”