SaaS growth rates
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 23, 2025 by Rory O'Driscoll · across every show →
Everything said about SaaS growth rates, oldest first
Oct 23, 2025 bearish
O'Driscoll: Extrapolating Short-Term Growth Breaks Standard SaaS Investment Models
“If you take these growth rates and extrapolate them for the next four or five years, you could be catastrophic with your mental model of SAS. You know, slight deacceleration every year. You could be catastrophically wrong on growth.”