B To B Software

topic on 8 shows · 14 statements across 13 episodes

the Y Combinator Startup Podcast In Depth David Senra Lenny's Podcast My First Million the Official SaaStr Podcast Big Technology 20VC

14 statements about B To B Software, every show

Glyman: Enterprise software degrades when companies literally fulfill every customer request
“One of the big problems, right, in enterprise software, in a lot of B to B software, is it starts out clean and elegant. There's a bunch of businesses who love the product, and they start serving more customers, and they have more requirements, and they have m…”
Eric Glyman Jul 12, 2026 ▶ 28:48 The $44 Billion Company Automating Your Company's Finances
20VC Opinion
Lemkin: Traditional B2B software is now terrible compared to AI
“Almost all the B to B software we use today is terrible now because AI software is so good.”
Jason Lemkin Feb 26, 2026 ▶ 0:34 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
B2B software users will not want chat as their only UI
“I do not subscribe to the belief that everybody's going to want a single chat interface as their only interface within B to B software.”
Zeb Evans Oct 10, 2025 ▶ 1:39 How Business Software Transforms In The Age Of AI — With Zeb Evans
20VC Prediction Not checkable as stated
O'Driscoll: Nobody will build non-AI B2B software going forward
“Startup activity in the space that Figma plays is not going to be a thing anymore. You're not going to do a non, imagine you're not going to build a non AI collaborative design tool. You're not going to build a non AI, any kind of B to B software.”
Rory O'Driscoll Jul 31, 2025 ▶ 1:10:00 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
MY FIRST MILLION Assertion Supported
Lemkin: There are already 100 billionaires in B2B software
“There's already a hundred billionaires in B to B software I wrote up, a hundred billionaires.”
Jason Lemkin Jun 4, 2025 ▶ 35:40 How the smartest founders are winning in AI
20VC Prediction Not checkable as stated
Jake Saper: Microsoft is the safest 10-year stock index for B2B software
“I think Microsoft, and the reason that's the case is because I'm obviously long B to B software, and that's probably the best index.”
Jake Saper Mar 10, 2025 ▶ 1:21:25 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
IN DEPTH Insight
Anand: Investing in brand creates alpha for B2B software startups
“When you look at other B to B software, no one invests in it. And so when you have something that no one invests in, And everything kind of looks the same. A lot of early stage software is just about standing out. Because you're trying to make news about somet…”
Varun Anand Jan 23, 2025 ▶ 49:32 Clay's unconventional path to $1.25B: Rethinking GTM, pricing, and enterprise sales | Varun Anand
Conrad: AI's reading and context ingestion is far more valuable than generation
“And so I think that the fact that these systems can read and their context windows are so large is actually Much more powerful for B to B software than the fact that they can write. Like the generative AI is actually really a misnomer. It's actually the, it's …”
Parker Conrad Jan 10, 2025 ▶ 36:38 How To Build The Future: Parker Conrad · Y Combinator
Cagan: Most B2B software is horrible due to sales-driven feature teams
“Well, my first answer is this is not an accident. Why most B to B software is such crap. It is horrible. And of course the ones that really stand out, they usually are not this way.”
Marty Cagan Mar 10, 2024 ▶ 40:48 Product management theater | Marty Cagan (Silicon Valley Product Group)
SAASTR Opinion
Roberge: AI is the first blank canvas for B2B software in 20 years
“For the first time in 20 years, it's a blank canvas. It's complete artistic freedom. Especially in our area of B to B software. We can re-imagine everything.”
Mark Roberge Nov 17, 2023 ▶ 0:57 Who Will Win the Go-To-Market AI Race? with Stage 2 Capital Co-founder Mark Roberge
Dunford: Most B2B software buyers have never purchased the category before
“If we think about it, most of the folks in B to B software, most of the time your buyer has never purchased software like yours before. This is the first time they've done it.”
April Dunford Oct 22, 2023 ▶ 20:17 A step-by-step guide to crafting a sales pitch that wins | April Dunford (author of Sales Pitch)
LENNY'S PODCAST Prediction Not checkable as stated
Qu: B2B software companies will eventually need both PLG and sales
“I would think so, because if you are like, let's say if you are in a sales motion dominated kind of traditional B to B software industry, your competitors will be adding PLG, right? As soon as they added, they will have a benefit of attracting more end users a…”
Hila Qu Apr 2, 2023 ▶ 6:40 The ultimate guide to adding a PLG motion | Hila Qu (Reforge, GitLab)
Qu: Consumer software habits drive the rise of B2B product-led growth
“The fundamental Driver behind this is the user of B to B softwares are also human. It's the same human using B to B to C softwares. And we're already trained to use product, try, and before we make any decision and we demand that in B to B as well.”
Hila Qu Apr 2, 2023 ▶ 9:08 The ultimate guide to adding a PLG motion | Hila Qu (Reforge, GitLab)
SAASTR Assertion Supported
Lemkin: In 2018, nearly 100 of the 250 global unicorns were B2B
“Now there's 250 unicorns and there's almost a hundred and B to B software.”
Jason Lemkin Jun 6, 2018 ▶ 4:38 SaaStr Live with Jason Lemkin: Europa Edition!

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