The Shift to Bottom-Up in Enterprise Software with Ajay Agarwal and Kevin Zhang

Ajay Agarwal (@ajay_bcv) and Kevin Zhang (@kevinzhang) of Bain Capital Ventures join Erik on this episode.They discuss:- The history of enterprise software and how the way it has been sold has changed over time.- How SaaS, cloud-based software and changing customer expectations have transformed enterprise software.- The ways that investors are investing differently in software in a bottom-up world.- The most interesting places where bottom-up software can go next.- Why Ajay says that supply chain innovation has been and will be the key to long-term success.- Some of their requests for startups in the space.- Predictions for the next 5-10 years.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.