software business

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about software business, oldest first

Jun 8, 2026 bearish

Opinion

Jain: Software has low entry barriers; almost none survive 30 years

“If you look at it, how many companies have survived in software business over 30 plus years? Microsoft is an exception, and maybe Oracle, it's a lower barrier to business.”

Rajiv Jain Jun 8, 2026 ▶ 26:48 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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software business

Everything said about software business, oldest first

Turn any episode into a week of clips.