StarZero All shows Try the podcast clipper →

software companies

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →

Everything said about software companies, oldest first

Jun 30, 2026
Prediction Not checkable as stated
Wachen: Software COGS per incremental user will become high due to inference
“Like, the cost structure of every software company, the COGS is not going to be, like, zero anymore for an incremental user. It's going to be, like, quite high, and it's going to be a function of inference.”
Rob Wachen Jun 30, 2026 ▶ 21:55 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Aug 11, 2026
Insight
Vishria: Hardware companies cannot control their destiny like software companies do
“With software companies, You know, aside from, like, building on AWS or whatever, you pretty much own your whole stack, and so you're really fully in control of your destiny in that way. With hardware companies, you don't. Like, there's an entire supply chain,…”
Eric Vishria Aug 11, 2026 ▶ 1:05:03 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more