Consumer Software

“And now the people that are going to win are going to be the more creative, maybe the video first people, the people that can like understand how to create Instagram reels that a posture app can go viral and the code is actually going to matter a lot less.”

“What these guys realize is there's similar opportunity in the consumer side, which, you know, just as, you know, the whole idea was in these verticals, no one's going to change their car dealer accounting system because they put prices up 20%. In the same way,…”

“Consumers are now excited to try new things. They're willing to pay. They're willing to pay a really high price point. There's also consumption revenue in consumer for the first time.”

“Two, I think that a lot of the products will have a sort of, you know, it'll have an API interface for your agents to interact with or for, you know, for transactional sort of rote things. And then it'll have like a consumption based interface as well. So you …”

“Our thesis on consumer software now is, it's gonna be It's going to reflect less or look less like our operating consumer technology companies is going to look less like traditional tech companies and more like CPG companies that were like very much distributi…”

“Between 94 and 2013, it was a fantastic time to start companies in the consumer software space and invest in them from seed or series A. In 2014, the window just closed. You can look at the number of unicorns created in two th from 2014 to today, and it's real…”

“Consumery software, which means you're building a software for regular humans. I would argue you have equal parts engineering, design, and product. Products there to tell the story of the customer and to influence, like, to think like the customer, to think si…”

“Consumer software is a wasteland, in case you guys haven't noticed. Like, I know people don't think that, like, it just seems like that, you know, particularly in investing all the actions kind of in the enterprise, right?”

“Yeah, you look at some of these, some of the, like, indie hackers right now, indie makers who are selling into consumer space, you know, your Peter Levels, Danny Postma, like, doing the AI headshots type of stuff, and it's fascinating to watch their journeys, …”

“Open source was hugely important in creating technology infrastructure and plumbing of every kind. And it was a much better organizational model for writing that software. It was not a great organizational model for writing end user software for consumers.”

“One nuance here that is a hundred percent accurate for consumer and a hundred percent inaccurate for B to B for anything enterprise shorter is better.”

“I still remember, kind of, sitting in our front room telling us how much better it was to be building B to B software than consumer software for this reason, ah, where, sort of, consumer software, it's so hard to predict, sort of, What people want. They don't …”

“It's pretty antiquated, and the processes are pretty antiquated, and the people who work in this space are really always just focused on executing, and so they don't have a lot of time to think about how it could be better and what technologies could be better…”