software companies

“It's a lot easier for software companies, software people to learn something else than people from another industry to learn software.”

“It's actually very easy to steal software code from a company. You hire the janitorial staff to stick a USB stick into a machine at three in the morning. So like, you know, software companies are like very easily penetrated.”

“And so the paradox here would be, yes, the cost of developing any given piece of software falls, but the re, the reaction to that is a massive surge of demand for software capabilities. And so the result of that actually is, although it even, it looks like sta…”

“There never eventually became a small number of software companies, despite what Larry Ellison and all those guys said, that there were only going to be three software companies and all that thing. Because it's kind of like, it'd be like there's only going to …”

“The best companies have hostages, not customers.”

“I'm low conviction that we end up, you know, five years from now with all the software companies monetizing in a completely different way.”

“Software companies that sell to mining companies have a very, very hard time penetrating the sector because the issue is the, like the rate of uptake of software and of technology is actually gated by what would be the customers if you were a pure play SaaS co…”

“If you exclude the data center supply chain stuff right now, there are very few companies that are growing fast that are available for people to buy in the public markets. You know, the mag seven are all growing sub 30% at this point. You know all the software…”