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software companies

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement May 6, 2025 by Sean Weisbrot · across every show →

Everything said about software companies, oldest first

May 6, 2025 positive
Opinion
Weisbrot: Software Companies Will Be Fine Despite Global Trade Disputes
“It's clear to me, or at least my belief, that an American tech company that's selling a software won't have a sales tax applied for someone overseas buying that thing. So I think tech companies, software companies will be fine.”
Sean Weisbrot May 6, 2025 ▶ 15:22 80% Growth During COVID Came From the Brands Everyone Else Ignored
Oct 21, 2025 neutral
Insight
Bilkowski: Probabilistic AI Models Prevent Deterministic Unit Costing in Software
“These systems have this other effect where they're probabilistic, not deterministic... And so you can't just say, oh, deterministically, this is how much it's going to cost us. And so the companies are in this area of exploration right now, where that's causin…”
Dan Bilkowski Oct 21, 2025 ▶ 6:04 Value Lives in the Mind of the Customer, Not in Your Product
Jun 30, 2026 neutral
Assertion Not checkable as stated
Goyal: Over 14,000 software companies compete for 2,000 Shopify brands
“If you have 14,483 software companies, they're all trying to gain the attention of the same 2000 brands on Shopify.”
Neal Goyal Jun 30, 2026 ▶ 0:40 1 Out of 100 Sellers Does This. He Built 8x Pipeline Doing It.
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