software
13 statements across 11 episodes · 6 bullish · 6 bearish · 4 people on the record · first statement Aug 25, 2023 by Sam Lessin · across every show →
Everything said about software, oldest first
Aug 25, 2023 negative
Jun 21, 2024 bullish
Oct 11, 2024 bearish
Dave Morin: Value of developing software is rapidly collapsing to zero
“One, the value of all software being developed is kind of rapidly going to zero right now because anyone can build anything that they want for any workflow in their business or their personal life very, very quickly and for very low cost. And so that means tha…”
Nov 8, 2024 bullish
Dec 6, 2024 bullish
Dec 27, 2024 bullish
Dec 27, 2024 bullish
Jan 31, 2025 bearish
Sam Lessin: Software is never a defensible moat
“I actually, I don't believe that technology can be proprietary. It's the whole, it's too easy to copy and too easy to steal. So if anything, I would actually argue that a lot of these, the idea that like you're going to get proprietary software that, or algori…”
Jan 9, 2026 bearish
Feb 13, 2026 bullish
Feb 13, 2026 bearish
Sam Lessin: AI will reduce software developers to 10 global 'wizards'
“There's like 10 wizards in the world. And then everything else is done by machines. And then consumers are now just like writing software for themselves that happened to be communally updating it, but they're not developers anymore. They're just like participa…”
Feb 27, 2026 bearish