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enterprise software

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 16, 2025 by Jeff Horing · across every show →

Everything said about enterprise software, oldest first

Sep 16, 2025 positive
Insight
Horing: Enterprise software companies need 15 referenceable customers to scale sales
“15 customers that are referenceable is sort of a magic number for inflecting on growth. So the challenge with those companies is as much, they're very hard to sell those products. It's a lot of missionary selling early on, and so you can't really scale your sa…”
Jeff Horing Sep 16, 2025 ▶ 19:13 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
Sep 16, 2025
Insight
Horing: Software defensibility is a business knowledge barrier, not technology
“Because that's not what software ever was. It was never a technology barrier. It was always a business knowledge barrier.”
Jeff Horing Sep 16, 2025 ▶ 1:32:20 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
Mar 17, 2026 neutral
Prediction Not checkable as stated
AI will cause domestic fintech and enterprise software to collapse
“One of our theses is like fintech is probably going to be like the last area that is somewhat maybe disrupted by AI. I think what you'll see is you'll see a collapse in like domestic fintech and enterprise software.”
William Hockey Mar 17, 2026 ▶ 13:23 How to bet on yourself (without venture capital) · Invest Like The Best
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