ERP

also referred to as: erps

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 12, 2025 by Fabien Pinckaers · across every show →

Everything said about ERP, oldest first

Feb 12, 2025 bullish
Insight
In slow markets like ERPs, superior product always beats marketing
“You can save time with marketing, you can save two or three years, you can grow the company, but at some point you cannot, the product matters. I am on a market that is very slow, you know, ERPs are very slow, LCPs is still shitty after two years, Microsoft Dy…”
Fabien Pinckaers Feb 12, 2025 ▶ 11:52 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Feb 9, 2026 bullish
Opinion
Acharya: Traditional SaaS growth benchmarks remain viable despite AI speedup
“I don't think so. I mean, I think that a lot of it is dependent. It's calibrated to your part of the market. So product velocity plus business velocity. I do think that you have to be top quartile compared to your peer set, right? I think there are some market…”
Anish Acharya Feb 9, 2026 ▶ 43:14 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
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