software market

also referred to as: software markets

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 28, 2025 by Dev Khare · across every show →

Everything said about software market, oldest first

Mar 28, 2025 bullish
Insight
Khare: AI-Led Services and Outsourcing Markets Are Larger Than Software
“And these markets are much bigger than software markets.”
Dev Khare Mar 28, 2025 ▶ 40:35 Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
Apr 23, 2026 neutral
Prediction Not checkable as stated
Reddy: Software Market Faces An AI Shakeout Within Six To Twelve Months
“So I do believe in a six month and year timeframe, you will probably see a shakeout on what survives and what doesn't.”
Aneesh Reddy Apr 23, 2026 ▶ 1:01:07 How Capillary Built a Culture That Created 50+ Founders | Aneesh Reddy
Jun 9, 2026 bullish
Prediction Open · timeframe Jun 2031
Ambati: AI foundation models will capture more than 10% of software
“We are starting to see more evidence that models are going to own that more than the 10%, ah, you know, whether it's the new plugins that, ah, you know, Claude has released that shook up the whole SecOps market.”
Vamshi Ambati Jun 9, 2026 ▶ 10:15 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
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