software

9 statements across 7 episodes · 3 bullish · 3 bearish · 2 people on the record · first statement Oct 11, 2020 by Toni Cowan-Brown · across every show →

Everything said about software, oldest first

Oct 11, 2020 positive
Prediction Not checkable as stated
Brown: Global software development will yield more diverse, opinionated products
“I think we're going to get a more, more opinionated, more diverse software as a result of that, if more people create it.”
Toni Cowan-Brown Oct 11, 2020 ▶ 43:49 Is Europe a market?
Jul 5, 2021 negative
Insight
Cowan-Brown: SaaS customers often utilize only 20% of software capabilities
“I saw this in SaaS with customers buying new software, which also led to them only using 20% of the software because they wouldn't figure out all of the other things that this software or tool did. They were just using it to replace the one thing.”
Toni Cowan-Brown Jul 5, 2021 ▶ 24:47 'Digital transformation' - beyond the silly slogan
Aug 15, 2022 neutral
Insight
Evans: As software commoditizes, value shifts to the domain product itself
“Sometimes what happens is that the software is just a commodity, and it's the other part of the product that's the thing. It's the clothes, or the TV, or the light, that's the thing. The product is no longer technology, the technology is just some part buried …”
Benedict Evans Aug 15, 2022 ▶ 25:28 Lighting and tech diffusion
Aug 23, 2022 bearish
Opinion
Evans: Software cannot reinvent real estate business fundamentals
“Is software a crowbar that lets you build an entirely new kind of real estate business? I really don't think so.”
Benedict Evans Aug 23, 2022 ▶ 17:09 A new wave of company creation
Aug 23, 2022 positive
Prediction Not checkable as stated
Evans: A wave of non-software company creation is coming across retail
“Like, there is clearly going to be a wave of new company creation, right? Outside of software. So whether that's apparel, or retailing, or restaurants, all sorts of things, like the whole basis of how you buy stuff online changes.”
Benedict Evans Aug 23, 2022 ▶ 21:33 A new wave of company creation
Oct 31, 2022 negative
Insight
Evans: Software productivity advances via automation and ML, not bigger screens
“I don't think the direction of travel of software is bigger screens. I don't think the direction, or more fundamentally, is not about showing you more information. It's not about having more rows in the spreadsheet. It's having less rows in the spreadsheet and…”
Benedict Evans Oct 31, 2022 ▶ 13:37 How many metaverses?
Jul 1, 2024 neutral
Insight
Evans: Technologies transition over time from 'AI' to 'smart' to ordinary software
“Things go from AI to smart To just software. There's a period in between where it's smart, and then it's just software.”
Benedict Evans Jul 1, 2024 ▶ 26:25 The AI summer
Feb 23, 2026 positive
Insight
Evans: AI makes producing software orders of magnitude cheaper and faster
“The first of them is, well, clearly this is an order of magnitude, maybe several orders of magnitude, cheaper to make any given piece of software. A piece of software that you might have thought of 10 years ago that has nothing to do with AI, you can use AI to…”
Benedict Evans Feb 23, 2026 ▶ 5:21 AI and SaaS
Feb 23, 2026 neutral
Insight
Evans: The hard part of making software is almost never writing code
“The underlying point, though, is I think the hard part of making software is almost never writing the code.”
Benedict Evans Feb 23, 2026 ▶ 9:49 AI and SaaS
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