software businesses
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 8, 2024 by Jason Fiedler · across every show →
Everything said about software businesses, oldest first
Nov 8, 2024 bullish
Fiedler: Brick-and-mortar burger shop payback periods can rival software startups
“When you look at a burger shop, which traditionally has not been something that, you know, our LPs would know us for, and you see that it can, you know, it costs, it can generate a hundred You realize that that payback and life after payback is really interest…”
May 19, 2026 bearish
Tandon: AI token costs reduced software margins to service-level margins
“One of the challenges is that these token businesses have essentially turned a lot of software businesses to service level margin, and if you play the game the same way you did two years ago, you can blow up and you can burn a lot of cash in the process”