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SaaS era

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 18, 2025 by Rory O’Driscoll · across every show →

Everything said about SaaS era, oldest first

Sep 18, 2025 neutral
Assertion Partly supported
Rory O'Driscoll: Traditional SaaS companies had high stability and only 5% churn
“That would be a very different level of stability than we saw on the SAS era where, you know, these things lasted forever. They churned five percent.”
Rory O’Driscoll Sep 18, 2025 ▶ 1:03:13 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
Feb 23, 2026 positive
Opinion
Swisher: Mamoon Hamid was the best Series A SaaS investor
“I think the thing, the gift that Mamoon hasn't, I think from the SaaS era, Mamoon, my view is he was the best Series A investor in the SaaS era, period.”
Lucas Swisher Feb 23, 2026 ▶ 50:17 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
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