software

12 statements across 10 episodes · 6 bullish · 0 bearish · 10 people on the record · first statement Nov 14, 2022 by Tiago Forte · across every show →

Everything said about software, oldest first

Nov 14, 2022 positive
Insight
Forte: A second brain system transcends any single piece of software
“Your second brain is not dependent on any one piece of software. It is a collection of different tools that you use, different pieces of software. Any individual app can be swapped out. Any single one can be changed, but the overarching system that is your sec…”
Tiago Forte Nov 14, 2022 ▶ 7:55 How to Build a Second Brain? THIS Will Change Your Life! | Ft. Tiago Forte | 100x Entrepreneur
Jul 21, 2023 bullish
Disclosure
Mehta: Software upgrades account for 15% of Ather's vehicle revenue
“So in a sense, our revenue is, I would say about 85% is hardware. 15% is already software.”
Tarun Mehta Jul 21, 2023 ▶ 25:52 ATHER FOUNDER: "Selling Over 11,000 Scooters Per Month & Creating India's Best EV Brand" | Tarun M
Aug 2, 2024 bullish
Insight
Clifford: Distributing software globally offers unprecedented leverage over banking
“I think today is very clear that actually if you can write software that people want to use and you can distribute that over the internet, like that gives you leverage like nothing else we've ever seen.”
Matt Clifford Aug 2, 2024 ▶ 7:17 Entrepreneur First’s Founder On Indian Talent, AI Startups, Selling SaaS Globally And Silicon Valley
Jan 24, 2025 neutral
Insight
Manickam: Hardware requires complex global multi-player coordination unlike software
“It is hard because it involves a lot of multiple players that you will have to interact with versus, you know, software, right? You pretty much, you can create your own software package and then so The engagements that you'll need to have within the ecosystem …”
Raja Manickam Jan 24, 2025 ▶ 2:30 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
Oct 31, 2025 positive
Assertion Not checkable as stated
Chopra: Indian luxury hotel room rates now match international markets
“And if you look at the average daily rate at a four to five star in India, it's quite comparable now to international markets. So given the fact that they are earning more, there is more ability to spend more here as well on software.”
Bhanu Chopra Oct 31, 2025 ▶ 28:30 How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
Nov 21, 2025 neutral
Insight
Ghosh: Human Service Migration Prevents Network Effects in IT Services
“When the handover is just about software, it's much more streamlined, structured. People know, there are consultants who will migrate your HR system from this to this. But the act of going from one services outsourcing to another is much more human driven. Tha…”
Bhaskar Ghosh Nov 21, 2025 ▶ 25:11 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
Mar 19, 2026 neutral
Insight
Agarwal: Cheap Software Creation Demands Systems Thinkers Over Pure Executors
“Because building software has become so cheap, you need strong product thinkers or systems thinkers rather than just strong executors.”
Rohit Agarwal Mar 19, 2026 ▶ 38:24 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Jun 30, 2026
Insight
Soni: In commoditized software markets, buyers anchor on brand
“Software, which if you look at software, right? Alternatives are not a problem in software. So then what will people anchor on? They'll anchor on brand, right? Because product is, is commoditized.”
Palash Soni Jun 30, 2026 ▶ 1:16:54 How A Tiny Team Beat A $1 Billion Giant | Palash Soni, GoldCast Founder
Jul 9, 2026 bullish
Prediction Not checkable as stated
Sanyal: Software could become completely headless and ambient within 5-10 years
“Ideally maybe 10 years down the line or perhaps five to 10 years down the line if we can build a system which is completely headless, where you just start kind of going back to Iron Man, right? Where you just talk to the walls and they answer you and they get …”
Atin Sanyal Jul 9, 2026 ▶ 1:04:26 The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
Jul 9, 2026 neutral
Insight
Sanyal: Software and code are commoditized into tokens by fast AI generation
“In an era where you can build an, you know, a website and a web application with a Postgres database behind in 30 seconds, Software is just commoditized. Software is just tokens. Code is tokens.”
Atin Sanyal Jul 9, 2026 ▶ 1:00:42 The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
Jul 9, 2026 bullish
Prediction Not checkable as stated
Sanyal: In the end, humans will just talk to software to work
“In the end, we'll enter an era where we'll talk to software, and software will do work for us, and everything in the middle is a means to an end.”
Atin Sanyal Jul 9, 2026 ▶ 1:04:07 The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
Sep 10, 2026
Insight
Sankar: Software is fungible, but building products people use is hard
“Rebuilding technology is actually the easiest part of this problem, right? Like software itself is fungible. It has always been fungible. Like, I don't know why people now in AI suddenly are like, oh my God, it was always fungible. It was never that hard to Bu…”
Prukalpa Sankar Sep 10, 2026 ▶ 18:46 Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
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