enterprise software

4 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jan 22, 2022 by David Sacks · across every show →

Everything said about enterprise software, oldest first

Jan 22, 2022 neutral
Insight
Sacks: Politicians scrutinize enterprise software far less than consumer tech
“I think a lot of that has to do with the fact that Microsoft's effectively pivoted, with the exception of this gaming, into being an enterprise software company, and the politicians just care a lot less about enterprise software.”
David Sacks Jan 22, 2022 ▶ 41:35 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Jan 27, 2023 bearish
Insight
Chamath: Application-layer enterprise software has little lock-in and is easily copied
“There's very little lock in at the application layer. So workflow apps, which effectively is what most of these enterprise software things are. Are very copyable because there's nothing that really locks it in.”
Chamath Palihapitiya Jan 27, 2023 ▶ 34:38 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
Sep 15, 2024 bullish
Opinion
Benioff calls AI agents the greatest opportunity in enterprise software history
“This is the greatest opportunity in the history of enterprise software, and it must be executed with absolute acuity and excellence, and that is what I think we all need to do.”
Marc Benioff Sep 15, 2024 ▶ 36:56 Marc Benioff | All-In Summit 2024
Apr 24, 2025 bullish
Opinion
Marc Benioff: Enterprise software is at the greatest moment in its history
“We're at the precipice of the greatest moment in the history of enterprise software and of cloud computing.”
Marc Benioff Apr 24, 2025 ▶ 13:30 Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
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