bundling
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 28, 2025 by Matt McGinnis · across every show →
Everything said about bundling, oldest first
Dec 28, 2025 bearish
MacInnis: Enterprise software is bundling because point solutions lack necessary AI data
“There's two ways to make money in software, bundling and unbundling. And you just gotta get the timing right, so this is a period of bundling. Points, so here's the problem. Point solutions don't have enough data in the age of AI to be useful.”