compound software businesses
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 10, 2025 by Parker Conrad · across every show →
Everything said about compound software businesses, oldest first
Jan 10, 2025 neutral
Conrad: Future software market will consolidate into far fewer, larger compound winners
“I think it's possible that compound software businesses are the wave of the future. And also like, there will be three of them, you know, and there's not, it is actually an argument for many fewer businesses. But much larger and more successful ones, if that's…”