software startups

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 24, 2020 by Vishesh Rajaram · across every show →

Everything said about software startups, oldest first

Aug 24, 2020 positive
Opinion
Rajaram: Software and industrial hardware are 1.5x to 2x more capital efficient than consumer
“And one of the draws towards doing software and industrial hardware is that we generally think that the capital efficiency is one and a half to two times more than the consumer startups.”
Vishesh Rajaram Aug 24, 2020 ▶ 22:00 Vishesh Rajaram, Speciale Invest on investing in seed-stage deep tech startups
Aug 14, 2026 bearish
Insight
Jain: US software startups cannot win on price, only on product
“Third is to compete in global markets and especially U.S. Market. You can't win on Price or you know any other differentiation other than product. You have to be a phenomenal, phenomenal product to compete with companies, because every industry you pick, every…”
Swapnil Jain Aug 14, 2026 ▶ 1:03:35 ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
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