enterprise software
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Dec 2, 2024 by Itamar Friedman · across every show →
Everything said about enterprise software, oldest first
Dec 2, 2024 bullish
Friedman: Dedicated AI agents will prevail over general computer-use models in enterprise
“We're seeing it for a while, and I think it will stay like that despite the computer use, et cetera, that supposedly can just replace us, and it could, you can just, like, prompt it to be, hey, now be a QA, you know, or be a QA person or developer. I still thi…”
Dec 13, 2024 neutral
Varun Mohan: Consumer-first companies struggle to retrofit enterprise DNA later
“When you have everyone sort of product oriented on the consumer side, the enterprise is just, it's checking off a lot of boxes that ultimately do not help the consumer at all. Doesn't help your growth metrics. And effectively, if the original group of people d…”
Jun 29, 2026 neutral
Cohen: AI agents require continuous maintenance unlike static enterprise software
“Agents are different than normal software in that normal enterprise software. You can deploy it, put it on some server and let it run for like five years. And as long as you never touch it just works. Agents don't really work that way. The core thing that you'…”