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cloud software

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 3, 2018 by Christina Shen · across every show →

Everything said about cloud software, oldest first

May 3, 2018 bullish
Assertion Supported
Shen: Cloud software investment quadrupled in six years, taking 50% of VC
“If you look at what's been invested in cloud software, it has literally quadrupled in a six year time period and represents about 50% of total venture capital funding”
Christina Shen May 3, 2018 ▶ 9:03 State of the Cloud: 2018 Edition
Oct 14, 2021 bullish
Assertion Supported
Deeter: Corporate America spends only a minority of software budget on cloud
“Corporate America still has a minority of their software spend going into cloud.”
Byron Deeter Oct 14, 2021 ▶ 6:10 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
Jul 15, 2026 bullish
Insight
O'Driscoll: Winning in AI Means Replacing Human Labor, Not Just Software
“Winning AI, you're going to have this whole eat the work story. You won't just replace cloud software. You actually will replace the ultimate world work, and that's a much bigger marketplace.”
Rory O'Driscoll Jul 15, 2026 ▶ 2:34 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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