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software businesses

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 8, 2024 by Alex Lieberman · across every show →

Everything said about software businesses, oldest first

Mar 8, 2024 bullish
Insight
Lieberman: Software companies have fundamentally superior average unit economics
“But overall, it's been proven that software businesses are fundamentally better businesses on average from a unit economics perspective, and even today, like in 1999 and 2011, There are just bad software businesses, just like there are bad media businesses, pr…”
Alex Lieberman Mar 8, 2024 ▶ 4:09 Why Software is Eating the World
May 12, 2025 bullish
Prediction Not checkable as stated
Lieberman: Software and Agency Valuation Multiples Will Converge in AI Era
“And also, why do I think that software and agency multiples will converge? Short answer is I believe the business is The agency business will look a lot better in the age of AI.”
Alex Lieberman May 12, 2025 ▶ 5:24 Agencies are wildly underrated
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