enterprise software

13 statements across 11 episodes · 6 bullish · 1 bearish · 11 people on the record · first statement Aug 24, 2020 by Vishesh Rajaram · across every show →

Everything said about enterprise software, oldest first

Aug 24, 2020 positive
Disclosure
Rajaram: Speciale Invest Backs R&D-Heavy Startups Over Sales-Heavy Models
“My DNA and I think my partner's DNA is a little more inclined towards saying, let's take signify person of the fundraise and go build product and R and D as against saying, let's take 60% of the fundraise to go do sales and marketing. And then a natural byprod…”
Vishesh Rajaram Aug 24, 2020 ▶ 31:20 Vishesh Rajaram, Speciale Invest on investing in seed-stage deep tech startups
Oct 26, 2020 bullish
Opinion
Bhattacharjee claims Postman brought consumer-grade network effects to enterprise software
“See, I think this is the first time probably any company in the world I know of has brought in this concept of network effects into enterprise software.”
Jishnu Bhattacharjee Oct 26, 2020 ▶ 44:10 Jishnu Bhattacharjee, Managing Director, Nexus VP on the success recipe of Druva and Postman
Jul 4, 2022
Insight
Pandey: Six-figure software deals require human sales and POCs
“Nobody's going to give you a 100,000 dollars in one lump sum, unless there's a human to human conversation, a six month proof of concept and so on.”
Dheeraj Pandey Jul 4, 2022 ▶ 33:54 Building Product That Sells Itself Ft. Dheeraj Pandey, CEO-DevRev, Co-Founder-Nutanix
Jul 4, 2022
Insight
Pandey: Selling Exclusively to Large Enterprises Makes Revenue Too Lumpy to IPO
“But I think it's always Smart to actually start with something smaller, whether you start with startups and go to mid-market, or they start from mid-market, go to the enterprise, and before ending up the largest enterprise, because these Larger companies, they…”
Dheeraj Pandey Jul 4, 2022 ▶ 23:37 Building Product That Sells Itself Ft. Dheeraj Pandey, CEO-DevRev, Co-Founder-Nutanix
Jul 4, 2022
Insight
Pandey: Startups Should Never Build Directly For Enterprises From Day One
“Initially, you never build a company directly for the enterprise. You build up to the mid-market, And then if you have the ambition, you grow to the large enterprise. It just happened with pretty much every company.”
Dheeraj Pandey Jul 4, 2022 ▶ 22:25 Building Product That Sells Itself Ft. Dheeraj Pandey, CEO-DevRev, Co-Founder-Nutanix
Jul 25, 2022 neutral
Insight
Bhat: Enterprise international expansion requires 18 to 24 months for revenue
“The go to market is nearly one and a half to two years for breaking into any new market. Because going, putting a team in place, ramping them as a six to eight month process, pipeline you know, marketing that converting to pipeline, pipeline converting to beat…”
Yamini Bhat Jul 25, 2022 ▶ 25:41 Scaling From 0 to 120Cr+ Revenue Playbook For SaaS-Entrepreneurs in India Ft. Yamini Bhat, CEO-Vymo
Mar 28, 2025 neutral
Prediction Not checkable as stated
Khare: Enterprise Software Will Cap at 30% of Indian Startups
“Is enterprise going to be 50% of the startups in India? No. Yeah. I think maybe 20%, 30% is sort of where it might settle at the most because India's got such a huge consumer opportunity, right?”
Dev Khare Mar 28, 2025 ▶ 31:59 Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
Apr 18, 2025 positive
Insight
Patel: Variable software pricing succeeds when tied to business outcome metrics
“I think there, as you become closer to the business metric, people will be more comfortable in the variable pricing. Charging by some transaction, which is connected to their business outcome.”
Nilesh Patel Apr 18, 2025 ▶ 41:48 $1Billion CRM From India Competing With Salesforce | Nilesh Patel, LeadSquared
Apr 28, 2025 positive
Insight
Rayapati: Harder-to-acquire enterprise revenue is retained longer due to workflow depth
“The harder it is to acquire that revenue, the longer you will keep, right? The insertion matters and depth in the workflow matters, right?”
Vijay Rayapati Apr 28, 2025 ▶ 1:14:08 How To Hire, Train & Retain Talent To Build A Great Company | Vijay Rayapati | Khadim Batti
Jul 11, 2025 neutral
Insight
Chakkarapani: Enterprise success metrics will not change in the AI era
“Those metrics are not going to change because all the business drivers are still the same, right? It's only the enablers and the variables to do that is changing. So we should still focus on the actual value.”
Karthik Chakkarapani Jul 11, 2025 ▶ 15:36 What Startups Can Learn from a $1.7B Co. Chief Information Officer | Karthik Chakkarapani
Nov 21, 2025 bullish
Assertion Supported
Ghosh: Services TAM Vastly Exceeds the Enterprise Software TAM
“Multiple trillions of dollars for sure. Whether it's tens or twenties, I don't know the answer. But it is vastly larger than the enterprise software space. That much I can tell you. Both TAMs are very large. Services TAM is much larger today than software TAM.”
Bhaskar Ghosh Nov 21, 2025 ▶ 26:47 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
Mar 19, 2026 negative
Insight
Agarwal: AI coding tools are pushing enterprises to build rather than buy
“Everybody is now saying, let's build first instead of buying first.”
Rohit Agarwal Mar 19, 2026 ▶ 1:02:14 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Apr 2, 2026 positive
Insight
Jindal: AI startups capture net-new budgets rather than displacing existing software vendors
“In the AI world is you are not displacing spend. You're not displacing vendor, actually. All you are doing is telling them that we have built something which will allow you to either make your AI work investment Or AI is gonna may help you in either reduce you…”
Manish Jindal Apr 2, 2026 ▶ 44:41 Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
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