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
Opinion
Sam Lessin: Hybrid Conference Room Tech Is a Joke Needing Software Solutions
“The meeting conference to remote thing is a fucking joke. And it just, I feel like it might be a software solution, not a hardware solution.”
Sam Lessin Aug 25, 2023 ▶ 32:23 #11: Why hybrid work doesn’t work, long live the phone call · More or Less Podcast
Jun 21, 2024 bullish
Insight
Lessin: It Is Cheaper to Buy Customers Than Sell Software to Them
“And actually it turns out that it's way cheaper and more efficient. Just buy your customers and then expand their margins, then try to sell to them.”
Sam Lessin Jun 21, 2024 ▶ 58:39 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
Oct 11, 2024 bearish
Prediction Not checkable as stated
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…”
Dave Morin Oct 11, 2024 ▶ 45:35 #68: Google's Antitrust Saga Continues… · More or Less Podcast
Nov 8, 2024 bullish
Opinion
Rauch: Generating software is the killer application of AI
“Generating software is actually the killer app of AI.”
Guillermo Rauch Nov 8, 2024 ▶ 52:05 #72: Trump's Influencer Strategy Pays Off and the Future of App Building (with Guillermo Rauch!) · More or Less Podcast
Dec 6, 2024 bullish
Prediction Not checkable as stated
Levie predicts 10 times more software will be created
“There'll be way more software, 10 times the amount of software that gets created.”
Aaron Levie Dec 6, 2024 ▶ 43:22 #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast
Dec 27, 2024 bullish
Prediction Not checkable as stated
Levie: AI will cause 10x more software to be created
“I totally subscribe to the thesis that, that you just said there'll be way more software, 10 times the amount of software that gets created.”
Aaron Levie Dec 27, 2024 ▶ 1:16:46 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Dec 27, 2024 bullish
Opinion
Levie: Enterprises and government agencies are not at peak digitization
“But like, I don't, I just don't think we're at peak software. Like, if you go to the businesses and government agencies that I've been to, We're just, we're, you know, we are not at like peak digitization.”
Aaron Levie Dec 27, 2024 ▶ 1:12:46 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Jan 31, 2025 bearish
Insight
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…”
Sam Lessin Jan 31, 2025 ▶ 58:11 #84: China's DeepSeek Shakes the Tech World · More or Less Podcast
Jan 9, 2026 bearish
Insight
Sam Lessin: Software is no longer a differentiator, just consumable media
“If you're a founder, software is no longer any sort of differentiator. Software is just like consumable. Like, it's just like, it's like a piece of media. Like, it's not like you can't build a software company.”
Sam Lessin Jan 9, 2026 ▶ 25:21 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Feb 13, 2026 bullish
Prediction Not checkable as stated
Dave Morin predicts tens of millions more people will make custom software
“There are going to be millions, if not tens of millions more people making software that is more custom.”
Dave Morin Feb 13, 2026 ▶ 52:36 Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus) · More or Less Podcast
Feb 13, 2026 bearish
Prediction Not checkable as stated
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…”
Sam Lessin Feb 13, 2026 ▶ 51:37 Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus) · More or Less Podcast
Feb 27, 2026 bearish
Opinion
Sam Lessin: Software and technical difficulty are no longer defensible business moats
“Being hard is not a moat anymore. Software is not a moat anymore.”
Sam Lessin Feb 27, 2026 ▶ 13:34 Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse · More or Less Podcast
Jul 17, 2026
Insight
Sam Lessin: Restricting global software movement is equivalent to banning books
“I just think at the end of the day, like, stopping people from moving software around the world, it's the same thing as stopping them removing, like, books around the world.”
Sam Lessin Jul 17, 2026 ▶ 16:55 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.