software

5 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Mar 5, 2026 by Aaron Levie · across every show →

Everything said about software, oldest first

Mar 5, 2026 neutral
Prediction Not checkable as stated
Levie: Distribution spending will match increased software code efficiency
“The thing that's going to happen on the ledger of software is we're going to produce far more output of code and thus features per dollar. But on the other end of this, we're going to actually end up spending probably just as much on how do you get all of that…”
Aaron Levie Mar 5, 2026 ▶ 1:13:15 Why Every Agent Needs a Box — Aaron Levie, Box
Apr 3, 2026 bullish
Prediction Not checkable as stated
Andreessen: High-quality software will become completely fungible and abundant
“And so this thing that was this incredibly scarce resource of high quality software is just going to become a completely fungible thing that you're just going to have as much as you want.”
Marc Andreessen Apr 3, 2026 ▶ 48:31 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
Apr 15, 2026 positive
Insight
Last: Coding agents allow software to bootstrap and debug itself
“The exciting thing about that is sort of your agent can sort of bootstrap its own software and capabilities and actually debug and maintain them.”
Simon Last Apr 15, 2026 ▶ 6:19 Notion’s Sarah Sachs & Simon Last on Custom Agents, Evals, and the Future of Work
Apr 27, 2026 positive
Insight
Ludwig: Deep curiosity in software inevitably leads down to hardware
“If, and if you get, Curious enough about software, you ultimately end up in hardware, right?”
Peter Ludwig Apr 27, 2026 ▶ 1:12:36 The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied Intuition
Sep 7, 2026 bullish
Insight
Slack: AI agents and code are the ultimate settings screen
“Really an agent is the ultimate settings screen for any software and code is the ultimate setting screen for any software.”
Quinn Slack Sep 7, 2026 ▶ 10:14 Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
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