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SaaS investors

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jun 19, 2024 by Michael Eisenberg · across every show →

Everything said about SaaS investors, oldest first

Jun 19, 2024 bearish
Insight
Eisenberg: Great hard tech founders will reject SaaS investors' capital
“Some founders, or the great founders, are likely not taking SaaS investors' money. Because the SaaS playbook, as it's become called, doesn't apply to any of these harder technologies.”
Michael Eisenberg Jun 19, 2024 ▶ 31:33 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Apr 17, 2025 bearish
Assertion Not checkable as stated
Lemkin: 80% of legacy SaaS VCs now exclusively invest in AI
“I would say 70 to 80% of the folks I grew up with that were SaaS investors are not, won't do those normal triple triple double doubles. You would, and you're, you are a top tier performer, but they're just, they're momentum investors. And they want to put two …”
Jason Lemkin Apr 17, 2025 ▶ 15:30 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
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