software

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 7, 2023 by Nick Perry · across every show →

Everything said about software, oldest first

Dec 7, 2023 negative
Opinion
Perry: Medical Billing Remains Manual Because Industry Lacks Good Software
“Why this is so expensive, so manual is because there's no good software today. People have to do this by memory or they're like, Creating their own rules or they're like doing things. They're hand jamming. There's a lot of manual work to actually try to do all…”
Nick Perry Dec 7, 2023 ▶ 6:11 Ep 73: Lessons from Palantir & How Candid Health Is Fixing the $280B Healthcare Billing Fiasco · Joe Lonsdale
Mar 27, 2026 bullish
Prediction Not checkable as stated
Kaplan: Software will enter hyper-deflation and output will jump 1000x
“We're going to enter this like hyper deflationary cycle of software where it's so easy to build. It's so abundant. That doesn't mean that people are going to, you know, stop producing software. They're actually going to produce thousands of times more software…”
Russell Kaplan Mar 27, 2026 ▶ 22:21 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
Jul 30, 2026 bullish
Assertion Contradicted
Levie: Scaling to $100M Revenue in Two Years Is Unprecedented in Software
“Obviously you have companies going from zero to a hundred million or five hundred million in revenue in, you know, one to two years. Like this has never happened before in software. Or kind of technology broadly.”
Aaron Levie Jul 30, 2026 ▶ 2:40 Why AI Creators Keep Panicking (They're Wrong)
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