enterprise software companies
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 4, 2025 by Alex Karp · across every show →
Everything said about enterprise software companies, oldest first
Sep 4, 2025 bullish
Karp: Aggregate corporate cost structures will drop despite higher top-tier talent pay
“Workers are gonna become more expensive, the overhead's gonna become less. Truly, basically, artist-shaped people are gonna be incredibly valuable, and they're gonna demand to be very highly paid. So, But the aggregate cost structure will come down.”
Feb 14, 2026 neutral
Coogan: Market valuation pressure has not shown up in tech financials
“Because a lot of the pressure that you're seeing in the market is not showing up in the financials. The companies are still growing. They're still producing cash. The business hasn't changed, but the perception of the future of the business has changed, and th…”