B2B SaaS

11 statements across 9 episodes · 3 bullish · 5 bearish · 7 people on the record · first statement Oct 14, 2019 by Brianne Kimmel · across every show →

Everything said about B2B SaaS, oldest first

Oct 14, 2019 negative
Opinion
Traditional B2B marketing language is dead and irrelevant
“The traditional B to B language is entirely dead and irrelevant.”
Brianne Kimmel Oct 14, 2019 ▶ 25:58 20VC: Worklife Ventures' Brianne Kimmel on Why More Operators Should Start Their Own Fund, How To Structure Your Round for the Highest Signal Round & What The Multi-Stage Funds Playing At Seed Means For The Rest of The Asset Class
Apr 26, 2021 negative
Insight
Conrad: VC advice to focus is wrong; compound startups are the future
“I think, I mean, one of the sort of easiest things for usually investors to talk about is how the secret to startup success is focus, focus, focus. I think it's actually wrong. It might have been true at one point in the past. Today, the biggest problems that,…”
Parker Conrad Apr 26, 2021 ▶ 4:37 20VC: Rippling's Parker Conrad on Why The VC/Founder Marriage Analogy is Weird, Why The Notion of Focus, Focus, Focus is Overrated, Why Narrow Point Solutions Are Not Best in Class Products & The Rise of the "Compound Startup"
May 18, 2022 negative
Insight
B2B SaaS startups should not hire consumer growth experts
“I wouldn't hire like a consumer expert for like a B to B SaaS business, because it's just such a different world.”
Darius Contractor May 18, 2022 ▶ 18:40 20Growth: Five Signs of Top Growth Talent and How to Detect Them, How to Structure and Conduct the Most Efficient Customer Discovery Process & The Framework to Determine Your North Star and When To Change it with Darius Contractor, Former VP Growth @ Airt
Aug 23, 2023 bullish
Insight
Lemkin: Saturated Software Markets Require Founders to Force Entry Through Salesmanship
“In B to B, you got to sell, man. No one needs another SAS product. We already have 11 payroll companies and 88 CRMs and 96 mark. We don't need one. So if you can't force your way into a market and Selling stock is sales.”
Jason Lemkin Aug 23, 2023 ▶ 41:55 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
Feb 3, 2025
Insight
Hyatt: B2B SaaS investing was about metrics; AI is a mystery
“Greg Treverton uses this phrase of puzzles versus mysteries, which is just like puzzles are this thing that you can like, you know, use that raw horsepower to solve. And mysteries are, you know, there you have to go on the journey. There's like fog of war and …”
Nabeel Hyatt Feb 3, 2025 ▶ 1:47 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Apr 3, 2025 neutral
Assertion Contradicted
Lemkin: Public B2B SaaS companies averaged 70% growth in 2021
“The average public B to B stock was growing 70% in 2021. Public. I'm not talking about Cursor, or I'm talking about moldy oldies. The moldy oldies of SaaS were growing 70% in twenty-twenty-one.”
Jason Lemkin Apr 3, 2025 ▶ 4:40 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Apr 3, 2025 bearish
Prediction Open · timeframe Apr 2030
Lemkin: Public B2B SaaS growth will never reach 2021 levels again
“We'll never see that again.”
Jason Lemkin Apr 3, 2025 ▶ 4:55 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Apr 17, 2025 bearish
Assertion Contradicted
Lemkin: Founders Fund intentionally avoids investing in B2B software
“Founders Fund doesn't do B to B intentionally. They make exceptions, but they don't believe in B to B. They don't believe the outcomes justify it. It's explicitly, they don't do it.”
Jason Lemkin Apr 17, 2025 ▶ 56:19 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Apr 17, 2025 positive
Assertion Not checkable as stated
O'Driscoll: B2B software has produced 200 to 300 venture winners
“Very few companies in B to have the same level of untrammeled, competitive free space that something like SpaceX does. That's the negative on B to B, but the positive on B to B is there's been two to 300 SaaS winners”
Rory O'Driscoll Apr 17, 2025 ▶ 57:03 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Jan 15, 2026 neutral
Prediction Open · timeframe Jan 2031
Lemkin: B2B SaaS will normalize around $1M-$2M revenue per employee
“I think for, even for B to B grounded in what we do, I think we're going to normalize around a million dollars to two million dollars per employee.”
Jason Lemkin Jan 15, 2026 ▶ 1:27:17 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
Jan 19, 2026 bullish
Prediction Not checkable as stated
Weinberg: B2B SaaS value will explode by aligning with customer ROI
“I think the value of B to B SaaS is about to become astronomical. And if you can figure out how to align your product to that ROI, it's not a hostage. It's, you're just completely aligned with your customer.”
Winston Weinberg Jan 19, 2026 ▶ 37:39 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
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