Software Provider
topic on 3 shows · 6 statements across 6 episodes
Capital Allocators 
the a16z Podcast 
20VC
6 statements about Software Provider, every show
O'Driscoll: The Best Agentic Marketing Strategy Is Selling Software Tools to Mainstream Companies
“And the correct play was to be the software provider, helping the normies tool up. And I think the same is true here in agentic marketing.”
Lemkin: Software firms failing to own category AI agents will be maimed
“No, I think just people are going to be maimed even more than they think if they don't own the agents in your category. You've got to own the agents in your category. And whether those agents are owned by a startup, or whether some version of that agent can be…”
O'Driscoll: Mass AI adoption requires product simplification, not consulting wizards
“If the only people who can roll out your shit are wizards, then you're going to run out of wizards, and then you're going to run out of revenue. So have mass adoption, you're going to need mass simplification.”
Sinofsky: Professional Services Firms Will Transition Into Software Companies
“Huge numbers of these verticals are just going to be existing pro serve that turn into software providers.”
Hamed: Borrowers are replacing traditional lenders with vertical software providers
“People don't borrow money from lenders anymore. They borrow money from their software providers, and these software providers have, one, they're in the flow of funds of what they do. They have intimate relationship with the customers. They can use that relatio…”
Evans: Automakers will not be disintermediated by software providers
“Car is still basically kind of about driving, at least until we've got self-driving cars, and even then, you know, it's all basically about how you put the bits of metal together. So I don't think I think they're going to be squeezed out in quite the same way,…”