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
Apr 26, 2021 negative
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,…”
May 18, 2022 negative
Aug 23, 2023 bullish
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.”
Feb 3, 2025
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 …”
Apr 3, 2025 neutral
Apr 3, 2025 bearish
Apr 17, 2025 bearish
Apr 17, 2025 positive
Jan 15, 2026 neutral