The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Horing: Software development costs across portfolio are inching down, not collapsing
“First of all, we haven't seen any of it in our companies, like the cost of developing software. It's inching down, but it's not collapsing overnight”
Horing: AI will largely expand total addressable markets for incumbent software
“So my suspicion is this is largely TAM expanding for the established companies. They will build products as well.”
Horing: Top 20 software firms rarely have low-80s gross retention
“There are very few companies with lowish software, low would be eighties, low eighties gross retention that are in the top 20 market cap businesses. You could probably count on three fingers companies with that statistic.”
Horing: Wiz doubled net new bookings yearly for six years
“Take whiz, which is obviously one of our favorite stories in life and great team. And they've been able to double or more of their net new bookings each year for six years.”
Horing: Insight alumni have founded 16 to 18 funds
“I think we have 16 or 18 funds that were started by Insight alum. I've got 30 plus partners at other firms today that were Insight alums.”
Horing: Pre-IPO late-stage growth rounds delivered 4-5x returns before 2017
“Up until 2017 late stage pre IPO growth was a really Cool market, right? Multiples were expanding, companies were growing really fast, typically longer and faster than you expected. You could actually make four or five times your money on those pre IPO rounds,…”
Horing: Virtual Conferences Had No Viable Market Legs Post-COVID
“20, 21, you know, virtual conferences looked like a great idea. And it felt like that could really have legs even post COVID. No, the answer is they had no legs after COVID.”
Horing: EMC realized a ~$60B gain after buying VMware for $650M
“Technically EMC was the private equity buyer. They spent about six hundred fifty million dollars and sold it for sixty billion. So that's a sixty billion dollar gain plus or minus.”
Horing: Insight Partners operates a 60-to-80-person deal sourcing engine
“We've probably, in aggregate, 60 plus people, depending on how you count 60 to 80 people that are still heavily engaged.”
Horing: Nearly all Insight IC partners started in its sourcing program
“I would say that I think almost all the partners at insight, but one or two at the sort of high investment committee level started off in that program”