Glenn Solomon

speaker

238 appearances 1 recordings 1 series first heard Feb 2026 last heard 18 Feb

Glenn Solomon’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E307: Why Size Is the Enemy of Venture Returns w/Glenn Solomon · 18 Feb 2026 podcast

If you think about the markets that Anthropic and the others are going after, these are not traditional software markets.

These are labor markets.

That's why you've seen Anthropic grow so quickly over the last year plus.

If they were just going after software and software markets, they would be too penetrated now to make any sense.

They're replacing labor expense in many areas and will continue to do so.

And labor is orders of magnitude larger than software in terms of market size.

So I think the first thing to realize if you're looking at this market is there will certainly be bumps along the way, but we are headed to a world where the anthropics of the world and the others that are competing with them will take more and more labor budget

and win that labor budget.

That allows them, I think, to become very, very large businesses over time, probably larger than we've ever seen.

And so while they're competing, they're also very under-penetrated in these markets.

And so, yes, the competition is fierce, but it's not nearly the same kind of competition you'd see in a market that's close to fully penetrated.

You don't have to let your imagination wander too far to say, okay, with coding, I don't think we're going to have fewer software developers in the world, but clearly we're going to have more software.

And we already are seeing a lot more software get created.

You know, it's a meme now at our startups when we ask them about how many, you know, we visit their office and ask them about their headcount and we'll say, well, where's Claude getting to sit?

And how many Claudes have you hired?

And

we're going to see more software getting created over time.

But if you think about the dollars spent on the tens of millions of software developers each year, that's a

multi-trillion dollar market, just software alone, right?

Now you think about, let's say they're successful in getting into finance and already that looks quite promising.

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