enterprise software

“When we make an investment, it's still somewhat the case that if we put a, for every dollar we put in, something like 60% of that goes into selling the technology.”

“At least in software, enterprise software, the value of data science is, is hugely valuable as a source of differentiation. But it's only valuable if presented along with either a workflow problem or an infrastructure problem.”

“I think that model is basically going away. It's being eaten on the bottom by bottom up, which we can talk about later, and I believe on the top it's been eaten by services.”

“The reality is for every dollar that most customers spend on a vendor product, they're spending two or three dollars on services.”

“I think actually the biggest disruption that's happening in, in, in all of the enterprise and it's a meta disruption, and I think it cuts across everything, security, everything else, is that now the enterprise is adopting very much in a bottoms-up way.”

“Whereas software was once sold through slideware to executives, software is now sold by developers who self-discover and evangelize that software.”

“I think that there would be, there is a future of, let's say, Enterprise software where you've got system of exist mix of visual and text and potentially coding representation of things where you can navigate between code and clicking and talking to your compu…”

“You will grow faster because you're entering new markets, but you won't grow faster because there's some kind of like magical AI premium on your software. And those are two things to kind of decouple, which is like the price that you can charge because you hav…”

“I think we could easily be two years from now where you just feel totally comfortable that like all the software you use can talk to all the other software in an agentic way.”

“In enterprises, you know, it's sort of hard to explore. It's hard to actually you know, have, like, Network effects like, you know, the kind that you have with eBay. Like, you know, enterprise software doesn't work that way.”