I would say if you're a pure software investor, you're kind of f**ked, honestly.

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      "spoken_during_shot": "I would say if you're a pure software investor, you're kind of f**ked, honestly. And I'll say that pretty confidently, because",
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      "spoken_during_shot": "test the market quickly, try things out, and then go after a hundred million or $200 million market. SaaS was like massive fragmentation of the market because the delivery mechanism became very easy and frictionless. Now we're in this place where applications start to become more about the intelligence layer. I just don't see software being a huge market in 20 years.",
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