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software industry

2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2025 by Apoorv Agrawal · across every show →

Everything said about software industry, oldest first

Dec 23, 2025 neutral
Assertion Contradicted
Agrawal: Global software industry generates roughly $400 billion in annual revenue
“This, and just to put this in context, the entirety of the software industry earns about four hundred billion dollars of revenue.”
Apoorv Agrawal Dec 23, 2025 ▶ 16:17 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
Dec 23, 2025 bullish
Prediction Not checkable as stated
Jain: AI will capture massive revenue from the 25x larger services market
“Going to grab a lot of revenue that actually today is in services industry, which is 25 times larger than software industry. So this is, there's a lot of spend that is going to move. I mean, the spend that you see happen on AI is actually sort of, you know, th…”
Arvind Jain Dec 23, 2025 ▶ 17:08 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
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