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software companies

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Mar 26, 2022 by Brad Gerstner · across every show →

Everything said about software companies, oldest first

Mar 26, 2022 neutral
Assertion Contradicted
Gerstner: Valuation gap between top and bottom software companies collapsed in 2021
“Dispersion collapsed between the best cohort and the worst cohort of software companies last year.”
Brad Gerstner Mar 26, 2022 ▶ 52:31 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Oct 15, 2025 neutral
Insight
Bravo: Software companies should not be held long-term by one group
“These software companies are not meant to be owned by the same group for 30 or 40 years.”
Orlando Bravo Oct 15, 2025 ▶ 9:41 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Feb 7, 2026 bullish
Prediction Open · timeframe Feb 2031
Friedberg: Software market cap will be 4x to 10x higher in 5 years
“I think the value creation potential in front of us is so significant that I would say that you could probably take the sum of the market cap of all the software companies today and have a pretty good bet that everything will be four to 10 X higher five years …”
David Friedberg Feb 7, 2026 ▶ 31:05 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
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