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
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…”
Oct 26, 2020 bullish
Jul 4, 2022
Jul 4, 2022
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…”
Jul 4, 2022
Jul 25, 2022 neutral
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…”
Mar 28, 2025 neutral
Apr 18, 2025 positive
Apr 28, 2025 positive
Jul 11, 2025 neutral
Nov 21, 2025 bullish
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.”
Mar 19, 2026 negative
Apr 2, 2026 positive
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…”