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← The narrative that all companies should be valued as software…

17 connected korrents · 17 moments from 29 Sept 2019 to 26 Oct 2026.

Everything filed under startups startups Everything filed under investing investing Everything filed under product management product management Everything filed under venture capital venture capital Everything filed under software performance software performance Everything filed under capitalism capitalism Everything filed under code generation code generation Everything filed under OpenAI OpenAI Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The narrative that all companies should be valued as software companies due to the concept of software eating the world is falling apart. The narrative that all companies should bevalued as software companies due to theconcept of software eating the world isfalling apart. Last stated 7 years ago 29 Sept 2019 FW Fred Wilson — holds since 2019-09-29 — tap for who they are Same subject: The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. — tap to centre the map on it The software industry is massivelyunderperforming its hardware, byfactors of ten to a hundred, andpeople refuse to believe the numberswhen you say them. Last stated 2 months ago 26 Aug 2026 CM Casey Muratori — holds since 2026-08-26 — tap for who they are Same subject: The software industry is becoming a race to the bottom for everyone except Big AI and Big Tech. — tap to centre the map on it The software industry is becoming arace to the bottom for everyoneexcept Big AI and Big Tech. Last stated a week ago 26 Oct 2026 PL Pieter Levels — holds since 2026-10-26 — tap for who they are Same subject: Software development is about to see an absolute bloom as the price of development plummets. — tap to centre the map on it Software development is about to seean absolute bloom as the price ofdevelopment plummets. Last stated 4 weeks ago 6 Oct 2026 DH David Heinemeier Hansson — holds since 2026-10-06 — tap for who they are Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep techcompany should chase revenue soonerthan it thinks, so that it is valuedon its roadmap rather than on itsprobability of dying. Last stated 3 months ago 7 Aug 2026 MH Max Hodak — holds since 2026-08-07 — tap for who they are Same subject: If startups focus on building real businesses, valuations will take care of themselves. — tap to centre the map on it If startups focus on building realbusinesses, valuations will takecare of themselves. Last stated 4 years ago 12 Dec 2022 MS Mark Suster — holds since 2022-12-12 — tap for who they are Same subject: AI will enable one-person companies to reach very high valuations. — tap to centre the map on it AI will enable one-person companiesto reach very high valuations. Last stated 3 years ago 14 Mar 2024 CH Chip Huyen — holds since 2024-03-14 — tap for who they are Same subject: Vertical farms were valued as technology companies when they are in fact farms, which is why those valuations collapsed. — tap to centre the map on it Vertical farms were valued astechnology companies when they arein fact farms, which is why thosevaluations collapsed. Last stated 3 years ago 3 Jul 2023 MG Michael Grunwald — holds since 2023-07-03 — tap for who they are Same subject: Companies that cannot produce software-level gross margins should be valued like other similar businesses with similar margins. — tap to centre the map on it Companies that cannot producesoftware-level gross margins shouldbe valued like other similarbusinesses with similar margins. Last stated 7 years ago 29 Sept 2019 FW Fred Wilson — holds since 2019-09-29 — tap for who they are Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business canfund long-term speculative R&D in away no venture capitalist would eversupport. Last stated 7 months ago 12 Apr 2026 ES Evan Spiegel — holds since 2026-04-12 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 5 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 11 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned electionwould permanently damage America'sanimal spirits, investment,productivity growth, Treasuryyields, and the dollar. Last stated 2 weeks ago 21 Oct 2026 BD Brad DeLong — holds since 2026-10-21 — tap for who they are Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action,not a problem, and a roadmap linewritten that way will not work. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company can run a product and a project operating model at the same time. — tap to centre the map on it A company can run a product and aproject operating model at the sametime. Last stated a year ago 27 Oct 2025 PW Petra Wille — holds since 2025-10-27 — tap for who they are Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology willproduce useless products Last stated 3 years ago 8 Mar 2024 DH David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
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At the centre The narrative that all companies should be valued as software companies due to the concept of software eating the world is falling apart. Last stated 29 Sept 2019 · 7 years ago Holds Fred Wilson Read this korrent →