software market
also referred to as: software markets
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 1, 2024 by Harj Taggar · across every show →
Everything said about software market, oldest first
Nov 1, 2024 neutral
Taggar: 100% AI accuracy will create winner-take-all software markets
“If they just on day one, you could be guaranteed a hundred percent accuracy, like as though you're just building a web app on top of a database, the barrier to entry to build these things goes way down. It's gonna be more competition than ever. And then it wil…”
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…”