enterprise

also referred to as: enterprises

4 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Jan 19, 2024 by Jessica Lessin · across every show →

Everything said about enterprise, oldest first

Jan 19, 2024 negative

Opinion

Jessica Lessin: Consumer software is a wasteland, investment is in enterprise

“Consumer software is a wasteland, in case you guys haven't noticed. Like, I know people don't think that, like, it just seems like that, you know, particularly in investing all the actions kind of in the enterprise, right?”

Jessica Lessin Jan 19, 2024 ▶ 35:47 #30: The Great App Store Debate, Layoffs, and Playoffs... Oh My! · More or Less Podcast

Aug 29, 2025 bearish

Opinion

Conrad: Enterprise Software Has Moved Past the Word 'SaaS'

“I would say SaaS is, you know, like, if you're an enterprise person, you're not saying the word SaaS anymore. That's dead. I mean, literally, you're not saying that. Nobody thinks that's hot, right?”

Tony Conrad Aug 29, 2025 ▶ 35:49 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast

Aug 29, 2025 bullish

Opinion

Conrad: Anthropic Holds an Enterprise Lead Over Competitors

“I think Anthropic actually has on the enterprise side of the equation... I think has definitely a lead here, or at least reputationally, I think it does.”

Tony Conrad Aug 29, 2025 ▶ 38:28 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast

Aug 21, 2026 bearish

Opinion

Enterprises are unready to adopt generative AI despite top sales teams

“Enterprises are not ready to adopt this stuff we're talking about. Even the best of the best sales teams are having problems convincing the human factor in all of these organizations to adopt this stuff.”

Dave Morin Aug 21, 2026 ▶ 48:48 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast

enterprise

Everything said about enterprise, oldest first

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