software

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 17, 2024 by Gabriel Kra · across every show →

Everything said about software, oldest first

Jan 17, 2024 neutral
Insight
Kra: Physical factory scaling is the core difference between climate tech and software
“They just don't realize how hard it is to build stuff, to build, to make new factories. This is a fundamental difference between climate tech and software.”
Gabriel Kra Jan 17, 2024 ▶ 15:38 Venture investors riff on headwinds, hype, and wildcards of 2023
Apr 17, 2024 negative
Prediction Not checkable as stated
Bhargava: Lack of software rate-basing will force artificial hardware bundling
“What's going to end up happening is you're going to have a bunch of companies say, here's my one piece of hardware, here's a hundred million piece of software attached to that piece of hardware, buy my hardware, and get a hundred million dollars of software th…”
Apoorv Bhargava Apr 17, 2024 ▶ 35:35 An influx of EVs. Surging peaks. Can AI help?
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