Enterprise Software Company

topic on 3 shows · 5 statements across 5 episodes

the MAD Podcast the a16z Podcast 20VC

5 statements about Enterprise Software Company, every show

MAD Prediction Not checkable as stated
Levie: Enterprise software will combine seat and consumption models within three years
“So I think any enterprise software company in three years from now, that sort of, that, that gets through this AI transformation period, It will have a seat business model, assuming it has an end user component, and it'll have a consumption business model.”
Aaron Levie May 28, 2026 ▶ 45:43 State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job
20VC Assertion Contradicted
Suster: Series B generative AI deals command a 200% valuation premium
“At the B round, it's like 200% premium to an enterprise software company.”
Mark Suster May 1, 2024 ▶ 34:48 Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
MAD Insight
Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
Benedict Evans Apr 10, 2024 ▶ 10:16 Is AI a platform shift or a paradigm shift? With Benedict Evans
20VC Insight
Weiss: Enterprise CPOs face the most organizational tension with sales
“I think at an enterprise software company, the answer is always going to be sales because what you promise to customers and what you can deliver to customers can often be at odds.”
Noah Weiss Jun 16, 2023 ▶ 53:52 Noah Weiss: How to Master Product-Led Growth; Scaling PLG to Enterprise at Google & Slack | E1026 · 20VC with Harry Stebbings
a16z Insight
Michel Feaster: Product marketing is the lifeblood of enterprise startups
“Product marketing is just like the lifeblood of an enterprise software company.”
Michel Feaster Jan 2, 2019 ▶ 7:50 a16z Podcast | Creating a Category, from Pricing to Positioning

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