enterprise software
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jun 27, 2025 by Vikram Srinivasan · across every show →
Everything said about enterprise software, oldest first
Jun 27, 2025 negative
Srinivasan: PLG fails in mid-market and enterprise due to sensitive data
“Once you go to the mid market to large enterprises, you know, the swipe and buy kind of thing doesn't come into play because you're talking about sensitive data, right? And sensitive data cannot just fly and go into some other cloud infrastructure and stuff li…”
Jul 8, 2025 bullish
Agentic AI shifts enterprise spend from software budgets to labor budgets
“When you think about the willingness to pay of the organization, you're shifting from, you know, thinking about your existing software budget to thinking about your budget for labor. So if you're able to, you know, build a tool that, you know, is able to eithe…”
Jul 7, 2026 positive
Vijayavargiya: Enterprise software is shifting from dashboards to autonomous AI in action
“So what was happening prior to sort of, you know, you can say, like, The current AI native revolution that we are going through is, it was more visibility. Then came the little bit of analytics, right? Like, you know, people were analyzing, there were dashboar…”