software

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 3, 2025 by Daniel Gulati · across every show →

Everything said about software, oldest first

Mar 3, 2025 neutral
Insight
Gulati: DTC brands cannot be continuously iterated like software
“To be a true billion dollar direct consumer brand, like the brand has to resonate and brand isn't one of those things you can necessarily iterate on. I don't believe, like, I think The consumer thinks what they think of you, and I think you can evolve a brand …”
Daniel Gulati Mar 3, 2025 ▶ 26:07 #20 Harper Wilde
Mar 3, 2025 negative
Insight
Manus: Software and Data Drive Value in Connected Health Devices
“The big revenue generator is the software. Okay. It's not the device. The device is purchased or licensed, but it's really the software and the data. Okay. That is the true value.”
Jillian Manus Mar 3, 2025 ▶ 10:54 #26 Dynofit
Mar 4, 2025 bullish
Assertion Not checkable as stated
Stahl: HILOS software cuts footwear product delivery from months to hours
“So the designer focuses on really new, interesting, creative textures and geometries, and our software is able to push them and empower them to think faster and broader and more creatively than before while delivering a product within minutes and hours instead…”
Elias Stahl Mar 4, 2025 ▶ 21:51 #113 HILOS: Is This The Perfect Business?
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