ES
Enterprise software companies
OrganizationExpert statements
3
2 positive · 1 negative
What experts have said about Enterprise software companies
3 statements · 2 positive · 1 negative
Software companies vulnerable to AI-native replication are unattractive investments.
“If an AI-native startup could replicate what the software company is doing today, then it's not of huge interest to me.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 27:50
Software companies successfully shifting to consumption pricing may perform adequately.
“companies that succeed successfully pivot to that new monetization model probably will be able to do okay from here.”
Open the episode · Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yetListen at 28:33
AI agent tool use will cause software companies to grow dramatically.
“I think tool use is going to cause these software companies to skyrocket.”
Open the episode · Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moatListen at 4:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.