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The narrative that all companies should be valued as software companies due to the concept of software eating the world is falling apart.
Drawn from what Fred Wilson said
What Fred Wilson actually said
- Fred Wilson Co-founder and partner at Union Square Ventures in New York
I believe that we have seen a narrative in the late stage private markets that as software is eating the world (real estate, music, exercise, transportation), every company should be valued as a software company at 10x revenues or more. And that narrative is now falling apart.
Where this was said
↗The Great Public Market Reckoningavc.com
All 3 korrents from this piecethis one is 1st
Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us
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