hardware
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 15, 2025 by Yakov Filippenko · across every show →
Everything said about hardware, oldest first
May 15, 2025 bearish
Filippenko: SaaS companies will probably not need venture capital in near future
“So like, it looks like in the nearest future, we probably will not need like VC firms for companies which operates as a SaaS or something similar where you do not need to investigate in in, like in hardware or in biotech or something like that.”
Jul 7, 2026 negative
Vijayavargiya: Augment abandoned hardware investments to focus exclusively on software
“Earlier when we started the fund in 2011, we did invest in a few hardware plays, but over the years we realized to invest in a hardware play, A, you need a longer term perspective, B, you need a lot of capital, and C the sales cycle and adoption takes a lot lo…”