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Enterprise Software Industry

topic on 3 shows · 3 statements across 3 episodes

Capital Allocators All-In 20VC

3 statements about Enterprise Software Industry, every show

ALL-IN Prediction Not checkable as stated
Huang: Enterprise software will get 100x more usage from AI agents
“The enterprise software industry is limited by butts and seats. It's about to get a hundred times more agents banging on those tools.”
Jensen Huang Mar 19, 2026 ▶ 30:09 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
20VC Assertion Not checkable as stated
Taylor: Top enterprise software companies are founded by older entrepreneurs
“A lot of the greater enterprise software companies were started by entrepreneurs. Entrepreneurs later in their career which is, I think really interesting as well.”
Bret Taylor Oct 2, 2024 ▶ 4:01 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
CAPITAL ALLOCATORS Assertion Not checkable as stated
Leading Enterprise Software Targets Compound at 20% Annual Growth Rates
“And we actually need the capital because the industry needs it for us to buy these number one, number two players. They're growing at 20% compounded.”
Orlando Bravo Aug 2, 2021 ▶ 56:26 Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

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