SOFTWARE

Software people have become the most important people in every company. Every company is becoming a software company. And every software company needs communications built in. That is our market — literally everyone.

We have done 400 software deals. The playbook works every single time because the economics of software are simply that good.

Software is the best business model ever invented. High margins, recurring revenue, low capital intensity. Once you see it, you cannot unsee it.

I do not need to understand the code. I need to understand the customer retention rate. If 95% of customers renew every year, the business almost runs itself.

The value in software is not in the code. It is in the operating model you build around the code.

Enterprise software is the backbone of every business on earth. It is invisible to consumers but indispensable to operations. That is where we invest.

APIs are the building blocks of all modern software. Postman is where they're built.

Enterprise software does not have to be ugly. It does not have to be painful. We just accepted that it was for too long.

The connected fitness crash taught everyone the same lesson: hardware alone isn't a business. The software, the data, the coaching — that's the real product.

Great software helps teams do their best work. That sounds simple. Getting there is anything but.

We prefer bits to atoms.