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SaaS and cloud markets

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2025 by David George · across every show →

Everything said about SaaS and cloud markets, oldest first

Dec 15, 2025
Insight
Approximately half of SaaS and cloud markets are winner-take-most
“If you look at like SaaS and cloud markets, about half of them are winner take vast majority, like the overwhelming majority. And about half of them, you know, they're sort of a sort of breakup of market share.”
David George Dec 15, 2025 ▶ 40:55 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
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