SaaS industry

“I think you always have to pay the, we always paid a premium for the best, and when the best grows faster than ever, we should pay the highest premium of all time.”

“From there, you know, this new cohort of customers, I think that retention is going to get back to a place where it's more like one, 10. So that can be one, 31, 40, but maybe healthy numbers like one, 10, one, 15.”

“I couldn't disagree more. I sincerely believe it is the best time in a long time to be building SaaS companies and investing in SaaS.”

“I do think that a lot of that has worked through the system already. Companies that I'm, you know, a little closer to, I think most of that seems to be the trough, let's say is, you know, is behind us.”

“Independent of AI, the SaaS Industry was going to hit the mature stage. And you're right, Jason, it's all the things that happen at that stage. Bundling, consolidation, grinding out the weak, right?”

“SAS has become like Japan. It's a great economy, but if everyone only has .9 kids. I mean, there's only, only so many seats to go around.”

“The way you see it is, you're, you see those CIO surveys where they rank their priorities. And what happens is, you know, as AI has gone up the zeitgeist, it's gone up the priority list, and just something that was number three goes to number six, and then it …”

“It was 30% for about a decade and a half, but when you went into it, that's because anyone who goes, to your point, Jason, when you go below 10, you get the red card, you're sent off, you're told, you know, you go off. P.E. Land, but they were dropping another…”

“If you don't get on top of this soon, That 10 X revenues is going to go on a five and four and where the other seven percent growth was are. Fast forward five years, there's really only one or two stories. They get on top of this, they get a third market share…”

“Unless you have a product that's good enough to charge for independently, You won't have revenue re-acceleration of any meaningful scale.”

“Re-acceleration will be exception, not the rule, right?”