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
Jul 5, 2021 negative
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.”
Aug 15, 2022 neutral
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 …”
Aug 23, 2022 bearish
Aug 23, 2022 positive
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.”
Oct 31, 2022 negative
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…”
Jul 1, 2024 neutral
Feb 23, 2026 positive
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…”