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Software Categories

topic on 2 shows · 2 statements across 2 episodes

In Depth 20VC

2 statements about Software Categories, every show

20VC Prediction Not checkable as stated
Lemkin: Software without a role in an agentic world faces terminal decay
“There are categories of software where if they don't have a reason to exist in an agentic world, they will go into a terminal state of decay.”
Jason Lemkin May 14, 2026 ▶ 35:18 Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
IN DEPTH Insight
McCabe: Building incrementally better products in mature categories leads nowhere
“Please don't take the egregious sacrifices to everything you value in your life by building an incrementally superior product in a big category. You will go All sorts of nowhere.”
Eoghan McCabe Sep 5, 2024 ▶ 56:00 Rebooting Intercom: Eoghan McCabe on Defying Silicon Valley Orthodoxy | Co-founder & CEO

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