software
10 statements across 10 episodes · 7 bullish · 2 bearish · 10 people on the record · first statement Mar 7, 2018 by Michael Seibel · across every show →
Everything said about software, oldest first
Mar 7, 2018 bearish
Oct 3, 2018 neutral
Iorns: Biotechs cannot pivot like software because science either works or fails
“Biotechs are different because you can't really change the outcome of the science. Like the science is the science. So either it works or it doesn't work. And that's very different than software where you can actually, you know, pivot around and keep developin…”
Jul 10, 2019 positive
Nahm: A product's true identity is defined by customer word-of-mouth
“Like you can think that you're delivering this game changing such and such platform, something, something, but like what your customers say about you or what they say to their friends when they're talking about your software, I mean, that's ultimately who you …”
Jul 25, 2024 negative
Mar 13, 2025 positive
Field: Design offers the opportunity to differentiate software in the AI era
“My point of view is that design has the opportunity to differentiate software at this age of AI, where we'll see whole new workflows emerge, where designers, engineers, product will work together in different ways than maybe they're doing today, or at least di…”
Mar 28, 2025 positive
Schaad: Code gives designers direct control of production to build companies
“That is really changing now where designers can essentially through software, through code can actually be really close To building the object. Right. Versus kind of like, you know, back in the day, maybe it's furniture or like other objects. And so I think th…”
Jul 8, 2025 bullish
Sep 12, 2025 positive
Oct 7, 2025 positive