Enterprise Software Market
topic on 6 shows · 7 statements across 7 episodes
Acquired 
American Optimist 
Sourcery 
Big Technology 
All-In 
20VC
7 statements about Enterprise Software Market, every show
Bates: Enterprise software AI disruption is a win-win market
“This is a winner's winner's market, not a winner's loser's market. And I just think that this idea that You know, it's a simple, it's an easy narrative. People love winners, losers. They love to think about massive disruptive shifts, or so, you know, tectonic …”
Chamath: AI agents will cause the enterprise software market to contract aggressively
“And because of the advancement of these models and the advancement of these technological techniques that we are all uncovering, building agents, building systems, I think you're going to see that total economic opportunity shrink and contract aggressively.”
Ballmer: Microsoft wasn't seen as an enterprise company until late 2000s
“It was the late 2000. You know, certainly it wasn't before 2005. It wasn't the beginning of my tenure. We were still trying to prove that we were an enterprise company.”
Zuckerberg: Market will probably see a big drop-off in AI revenue
“So I think we're probably going to see a big drop off.”
Gil: Capturing 10% of services headcount recreates the entire enterprise software market
“If you say take a 10% cut, And transform employee headcount costs into SaaS software, you're back to half a trillion, and you've recreated the entire enterprise software market cap.”
Schneider: Enterprise software leaders should ignore low-end competitors and avoid moving down-market
“And what I realized is there's 10 competitors down market. Let them go beat the crap out of each other down there. They'll drive all the investor dollars into the toilet. And we'll just sit here and focus on what we do really, really well and own the market th…”