software
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Mar 4, 2025 by Jeff Schwartz · across every show →
Everything said about software, oldest first
Mar 4, 2025 positive
Schwartz: Customer success is a key differentiator as software creation becomes easier
“I think that's a huge differentiator even these days is there's, it's getting easier and easier to build software. So where a lot of the differentiation could come in is how do you make your users and your clients successful with that software?”
Apr 28, 2026 negative
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…”