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
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.”
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.”
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.”