enterprise software

“And so that would mean the future of software looks more like man-machine symbiosis. Then it does AGI, you know, the computer does everything for you.”

“When you think about The enterprise software of consumer spend. Pet is it. I mean, yes, you'll have that initial maybe 40 to 60% drop off in the first year, but after that, you're retaining 80 to 90% of your customer, of your dollar spend year after year, and …”

“In fact, those businesses generate a lot more data earlier on, right? So a series A business that has, that's in the enterprise space that has 20 or 30 customers, you can probably just phone all them. They may be YC friends. It's very difficult at that stage t…”

“It's not like enterprise software where there's going to be hundreds of great companies that go after a multi-trillion dollar TAM in defense tech, multi-trillion dollar TAM, but I think it's gonna be a much smaller number of companies where all the value accru…”

“I think that the product bar for enterprise is astronomically higher than it used to be, where like you a hundred percent have to be constantly innovating and creating the best product for the end user.”

“Right now the narrative seems to be like software is, you know, kaput... But I think that a lot of software will do just fine, or actually even amazing.”