Application Software

topic on 3 shows · 4 statements across 4 episodes

the Official SaaStr Podcast Invest Like the Best 20VC

4 statements about Application Software, every show

Whale Rock sold almost all application software and went net short
“We basically sold almost all of our software, almost all of our application software. We still have one or two small ones, but entering this year, we were actually net, net short, and it really helped us in the first quarter.”
Alex Sacerdote Jun 9, 2026 ▶ 41:32 Why the AI Boom Is Just Getting Started · Invest Like The Best
20VC Insight
O'Driscoll: App software must target a senior executive's top two priorities
“Whenever you're selling application software, you want to be one of the top two initiatives for the most senior person you're selling to. That's how you make money, right?”
Rory O'Driscoll May 7, 2026 ▶ 29:20 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Independent AI application software companies will win across almost every category
“We fully changed our mind. I think there's going to be application software companies built on top of models in pretty much every direction.”
David George Dec 15, 2025 ▶ 1:00:20 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
SAASTR Prediction Not checkable as stated
Queener: 75% of App Software Companies and 50% of Categories Will Disappear
“75% of all applications offer companies that you see today are going to disappear. And 50% of all applications, software categories are going to disappear.”
Brett Queener Oct 31, 2025 ▶ 17:34 Why Only “WTF” Products Can Survive Today with Brett Queener Partner at Bonfire Ventures

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