traditional enterprise software
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Martin Casado · across every show →
Everything said about traditional enterprise software, oldest first
Feb 19, 2026 bullish
Casado: Traditional non-AI software is venture capital's most under-invested sector
“I actually think that we've taken our eye off the ball in a lot of like just traditional, you know, software companies... We've got this kind of mania on these strong growths, and so I would say that that's probably the most under-invested sector right now.”