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software

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 14, 2023 by Tanmay Bhat · across every show →

Everything said about software, oldest first

May 14, 2023 negative
Insight
Bhat: Software is becoming commoditized like content and is no longer a moat
“The problem is that software is going to be like content, which is that like your product is not the moat.”
Tanmay Bhat May 14, 2023 ▶ 1:07:01 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
Mar 23, 2025 bearish
Opinion
Srinivas: Data centers won't have high margins without software integration
“I don't expect it to be a pretty high margin business of its own unless you combine it with good software.”
Aravind Srinivas Mar 23, 2025 ▶ 1:42:55 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
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