Alex Clayton
8 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 25, 2019 by Alex Clayton · said 4 times in 3 episodes since 2018 · across every show →
On the record as a speaker too: Alex Clayton's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (3), Miles Clements (1)
tap a year for its mentions
2026 1 mention in 1 episode
2019 2 mentions in 1 episode
2018 1 mention in 1 episode
Everything said about Alex Clayton, oldest first
Mar 25, 2019 bullish
ServiceNow grew to $43B market cap by launching new products annually
“They went public in 2012, one hundred sixty million dollar in run rate. It was a single product company. Fast forward to today, they have five plus products. They committed to launching one to new products every year and new products are 30% of new business. A…”
Mar 25, 2019
Mar 25, 2019
Absence of competition indicates a B2B SaaS market isn't large or interesting
“I think at a very high level, if there's no competition, it's not really a large, interesting market. I don't think there's any free lunch in B to B or SAS anymore. Every large market, every large company is going to have competitors.”
Mar 25, 2019
Capital is only a temporary competitive advantage in enterprise software
“It's certainly a competitive advantage, but I think it's only temporary. But it can still have big impacts on markets. So in the early days, for sure, but I think at some point, the rubber meets the road. These companies are going to have to go public. They're…”
Mar 25, 2019
Mar 25, 2019
Mar 25, 2019 positive
Growth investors should prioritize software that is critical to business continuity
“At the end of the day, it's like, is this product core to business continuity? So what does that mean? If you ask the customer or stakeholder, If you rip this thing out or if it shuts off, what's going to happen to their business? I think the best products are…”