software industry
also referred to as: the software industry
5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Jul 28, 2017 by Michael Jordan · across every show →
Everything said about software industry, oldest first
Jul 28, 2017 negative
Jan 2, 2019 positive
Mobile expanded software horizontally; tech is now expanding vertically
“Mobile massively increased the size of the software industry, like sort of horizontally in terms of the number of terminals. And now we're increasing in a different direction, which is sort of the number of verticals that we're going into, right? So the size o…”
Jan 2, 2019 bullish
Jul 18, 2025 negative
Wu: Software companies ignoring AI infrastructure costs are falling behind
“I definitely think you're behind because you just inserted an insanely expensive line item into your bottom line in the form of AI. And if your CFO isn't screaming at you now, then probably either, either the AI is useless for you, which, okay, interesting. Or…”