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SaaS business model

also referred to as: saas business models

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Danielle Morrill · across every show →

Everything said about SaaS business model, oldest first

Jan 2, 2019 neutral
Opinion
Morrill: Public markets do not know how to value low-friction SaaS
“I think the public market doesn't even know how to value it, really.”
Danielle Morrill Jan 2, 2019 ▶ 24:22 a16z Podcast | Raising Money and Valuing Startups -- What Happens When Things Don't Go As Planned?
Aug 11, 2026 bearish
Prediction Not checkable as stated
Tan: Pure per-seat SaaS may disappear within 5 to 10 years
“Like, you know, I was just doing an analysis on, like, pure sass, and I was like, oh, shoot, like, you know, a pure, like, per seat sass thing, like, not totally clear it will exist in another five or 10 years.”
Garry Tan Aug 11, 2026 ▶ 15:39 Garry Tan: New Rules for Founders
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