software
8 statements across 8 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Apr 14, 2020 by Rob Walling · across every show →
Everything said about software, oldest first
Apr 14, 2020
Feb 2, 2021 negative
Aug 8, 2023 neutral
Ruben Gamez: Customer lifetime value metrics ignore future upgrade opportunities
“Lifetime value is not static. So that changes. So it's a, just a snapshot. It's also an average, right? And it doesn't account for like upgrades and just a lot of opportunity there that you can have to move that, that number.”
Aug 22, 2023 positive
Steers: Revealing a prospect's unknown problem creates maximum sales leverage
“And then the third, the most important, and probably the most difficult one to find, especially if you're in the software space, but if you can find this one, you're in for pay dirt, is the unknown unsaid problem. And this is the problem that once you explain …”
Feb 27, 2024 bearish
Walling: Big software incumbents suffer from slow speed, poor talent, and bad software
“Their biggest weaknesses are they don't listen to customers. They don't move fast enough. Usually they don't have the best developers, designers, because they don't want to work there. So their software is usually pretty crappy. There's a lot of politics, and …”
Mar 11, 2025
Jan 20, 2026 positive
Walling: True mastery requires prescribing exact fixes, not just criticizing work
“And being able to prescribe how to improve moves you from being a critic to Creation and mastery, right? Being able to actually improve a work of art, or in this case, a piece of software or a website. And this is kind of like ninja level expertise, right? It'…”
Jul 21, 2026 neutral
Walling: Only massive cost savings or extreme customization justify vibe-coding in-house software
“There are only two legitimate reasons to build your own versions of an app, like to vibe code it. One is to save money, And that's only if it's really expensive. Like, let's say something is 10,000 dollars a year, 20 grand a year, and you think you can cut tha…”