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

How many finance professionals are in the world whose jobs can be augmented or in some way up-leveled because of, you know, Claude for Finance or other AIs in finance?

We're talking about multi-trillion dollars of market opportunity.

So when I say these markets are huge, that's what I mean.

And you can just keep going down the list.

And this is why I think it's such an exciting time to be an investor in this market.

I don't think that's hyperbole.

Now, David, it may take quite some time to get there.

I think software as an industry has been able to adopt more rapidly than other industries and sectors will adopt AI.

We may be surprised at how quickly some other industries tip as well.

So look, today, I've been doing this long enough to remember when we never thought there'd be a public company worth a trillion dollars.

Today, NVIDIA and several others are worth three, four, five trillion.

The pendulum swings too far one way and the other.

When everybody was all in on software in the 2021, 22 era, or maybe 20 and 20, early 21 era, and the multiples got crazy high, that was the pendulum swing too far one way.

I think assuming that all software companies are going to zero, which is sort of where the fever in the market right now is also the pendulum swing too far the other way.

I do think that there's legitimate risk to some very strong historical software franchises.

think about what makes a software company valuable, it's certainly the bits themselves, but there's more to it than that.

If you look at companies that have been historically successful, like a ServiceNow or Salesforce, part of what makes them successful is their unique distribution.

Part of what makes them successful is their unique data.

and know-how, you know, Palantir, same thing.

And so while Claude and other AIs like it are making it much less expensive to recreate the bits, the bits are only part of the story.

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