software

10 statements across 9 episodes · 9 bullish · 0 bearish · 10 people on the record · first statement Nov 16, 2023 by Sarah Guo · across every show →

Everything said about software, oldest first

Nov 16, 2023 bullish
Prediction Not checkable as stated
Guo: AI advancements will enable 25-person startups to change the world
“We're going to have 25 person companies who can change the world. We're going to have more software, more custom software, and higher quality software for us all to use.”
Sarah Guo Nov 16, 2023 ▶ 32:15 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Nov 16, 2023 bullish
Prediction Not checkable as stated
Qiu: Software output will explode as programming democratizes to non-coders
“Software is just dramatically underwritten because it's so hard to write code today. So, you know, as we said in the future, like, computers will be able to be programmed by regular people. What that means is, like, we're gonna write way, way, way more softwar…”
Kanjun Qiu Nov 16, 2023 ▶ 30:31 No Priors Ep. 41 | With Imbue Co-Founders Kanjun Qiu and Josh Albrecht
Mar 14, 2024 bullish
Prediction Not checkable as stated
Field: AI chat interfaces will create more UI and software, not less.
“Even if it's true that a new form of interaction is via chat interfaces, which I'm not even sure I believe, but if, even if we take that as a prior on the no priors podcast, then I think that you still have UI and actually I think you have more UI and more sof…”
Dylan Field Mar 14, 2024 ▶ 26:32 No Priors Ep. 55 | With Figma CEO Dylan Field
Nov 7, 2024 positive
Assertion Contradicted
Huang: NVIDIA has never abandoned a single piece of software
“We've never given up on a piece of software.”
Jensen Huang Nov 7, 2024 ▶ 13:59 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Jul 10, 2025 bullish
Prediction Not checkable as stated
Conrad: Making software easier to build will increase overall demand
“If you make it easier to build software, I think the demand for software will actually go way up.”
Parker Conrad Jul 10, 2025 ▶ 31:43 No Priors Ep. 122 | With Rippling Co-Founder & CEO Parker Conrad
Jan 22, 2026 bullish
Opinion
Desai: SaaS zero-terminal-value AI bear thesis is overblown
“The, just going on the extreme terminal value being zero for some of the software, they are overblown, ah, and, you know, ah, we'll figure this out together.”
CJ Desai Jan 22, 2026 ▶ 4:06 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
Mar 20, 2026 bullish
Insight
Karpathy: Cheaper software via AI will trigger Jevons paradox increasing demand
“So if the barrier comes down, then actually you have the Jevons paradox, which is, like, you know, you actually, the demand for software actually goes up. It's cheaper and there's more”
Andrej Karpathy Mar 20, 2026 ▶ 42:22 Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Apr 17, 2026 neutral
Insight
McDermott: Enterprise leaders forgive human mistakes, but never software errors
“People that run businesses understand that people make mistakes. They never will forgive software for making a mistake.”
Bill McDermott Apr 17, 2026 ▶ 24:35 Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
May 1, 2026 bullish
Prediction Not checkable as stated
Srivastava: AI will lead to more software rather than fewer software engineers
“There's all this stuff about there being less software engineers, and I think we just build more software. I think we just build a ton more software”
Tuhin Srivastava May 1, 2026 ▶ 41:15 Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
Sep 10, 2026 positive
Insight
Armstrong: Successful software founders have an obligation to fund hard tech
“And I think by the way, if you make some money in software, you kind of have an obligation to like put it into hard tech and help some of the bigger things that might advance society which are tend to be more capital intensive and intensive.”
Brian Armstrong Sep 10, 2026 ▶ 25:41 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
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