software company
4 statements across 4 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Marc Andreessen · across every show →
Everything said about software company, oldest first
Jan 2, 2019 bullish
Jun 2, 2025 negative
Andreessen: Vibe coding cannot build a top-end software company today
“Vibe coding is, like, super exciting for casual development, but, like, you know, at least right now, all of the really sharp, like, you know, technologists I know don't think that you could, like, vibe code a top-end, like, software company. Today.”
Oct 3, 2025 neutral
Rampell: The $2.2T software industry was built on digitizing filing cabinets
“So my thesis is that almost every software company has basically taken a filing cabinet and turned it into a database, and this is where the 2.2 trillion dollars of market cap has come from, this is where the three hundred billion dollars in annual software re…”
Jul 29, 2026 bullish
Rampell: AI startups targeting manual labor categories face no software incumbents
“There are a lot of categories where there never was an incumbent software company because the only job to be done was, like, actual human labor. And that's really exciting because now you don't have to worry about, like, oh, shoot, these guys are gonna come in…”