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software company

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jun 24, 2023 by David Sacks · across every show →

Everything said about software company, oldest first

Jun 24, 2023 bearish
Assertion Not checkable as stated
Sacks: Every software company he knows is re-forecasting down
“Every software company that I know is re-forecasting down.”
David Sacks Jun 24, 2023 ▶ 3:49 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Aug 7, 2026 bearish
Opinion
Gerstner: Software companies cannot keep top talent from fleeing to AI
“It's almost impossible for a software company today to keep any decent sales people to keep any different, decent product development people, because they all want to go work on AI.”
Brad Gerstner Aug 7, 2026 ▶ 55:01 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
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