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enterprise software company

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 10, 2024 by Benedict Evans · across every show →

Everything said about enterprise software company, oldest first

Apr 10, 2024 neutral
Insight
Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
Benedict Evans Apr 10, 2024 ▶ 10:16 Is AI a platform shift or a paradigm shift? With Benedict Evans
May 28, 2026 neutral
Prediction Not checkable as stated
Levie: Enterprise software will combine seat and consumption models within three years
“So I think any enterprise software company in three years from now, that sort of, that, that gets through this AI transformation period, It will have a seat business model, assuming it has an end user component, and it'll have a consumption business model.”
Aaron Levie May 28, 2026 ▶ 45:43 State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job
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