software companies
3 statements across 3 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 11, 2020 by Benedict Evans · across every show →
Everything said about software companies, oldest first
Oct 11, 2020 bullish
Evans: Broadened software TAM will spawn multi-billion-dollar companies globally
“We're just seeing systemically more billion dollar, five billion dollar, ten billion dollar software companies because the market opportunity is now not selling to 50 CIOs of big companies. It's selling to every CIO and every company and every consumer. And so…”
Aug 15, 2021 neutral
Evans: Superior Software Rarely Guarantees Strategic Leverage Over Legacy Industries
“There's a very standard presumption in Silicon Valley that software companies can learn other industries faster than those other industries can learn software. And that's generally true, but.
Well, it's generally true, but it might not matter.
I think that's…”
Jan 29, 2024 positive
Evans: Early AI adoption concentrates in software engineering and marketing
“Well, there's industries where the obvious and early use cases are more concentrated, and that is to say, it's easier to see this if you're writing a lot of software, and it's easier to see this if you are in a field. That does a lot of text and image based br…”