SaaS market

also referred to as: saas markets

5 statements across 5 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Apr 22, 2016 by Nicolas Dessaigne · across every show →

Everything said about SaaS market, oldest first

Apr 22, 2016 positive
Disclosure
Algolia Sacrifices Short-Term Revenue by Refusing On-Premise Deployments
“This focus led us to decide not to provide any on-premise solution today. While it could help us to get much more revenue at short term, we believe that because we want to be the Best player tomorrow for the SaaS market. We need to keep our focus on the produc…”
Nicolas Dessaigne Apr 22, 2016 ▶ 22:54 20VC: Fundraising Is Also Business Development with Nicolas Dessaigne, Co-Founder & CEO @ Algolia
May 27, 2024 negative
Assertion Supported
Jason Lemkin: Current SaaS downturn is in year 3 versus 2016's one-year slump
“If you're in a segment of SaaS that's in a downturn, we're going into the third year. 2016 was one year. This is three years, so it's tough.”
Jason Lemkin May 27, 2024 ▶ 51:57 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
Dec 13, 2024
Insight
Moubeche: SaaS churn is driven by unused licenses, not high prices
“I think a lot of people are suffering in this market, not so much because their price is too high. And a lot of people are saying that, but I don't think it's the case. I just believe it's that people are realizing that if they're not using a tool, they should…”
Guillaume Moubeche Dec 13, 2024 ▶ 22:01 Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
Apr 17, 2025 negative
Assertion Supported
O'Driscoll: Traditional SaaS markets are saturated and growth rates have flattened
“The existing market's saturated, so all the growth rates flattened out.”
Rory O'Driscoll Apr 17, 2025 ▶ 5:23 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Aug 14, 2025 neutral
Assertion Supported
O'Driscoll: Median SaaS multiples returned to historical 6x norms
“For 20 years, up until 20, probably 2019, the median SaaS multiple was six point three-ish, and the median growth rate was almost 30%. And now, the median multiple is closer to six again. The growth rate's 20, but the profitability's more, right?”
Rory O'Driscoll Aug 14, 2025 ▶ 1:12:47 Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
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