SaaS counterparts
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 22, 2025 by Sarah Wang · across every show →
Everything said about SaaS counterparts, oldest first
Aug 22, 2025 bullish
Wang: AI-native companies reach $100M ARR faster than SaaS predecessors
“The first thing I'd call out that seems, that sort of just jumps off the page is that the AI native companies are far outpacing their SaaS counterparts and you can see it in terms of new companies blowing past this golden metric of time to a hundred million of…”
Feb 9, 2026 bullish
David George: Top AI companies outperform SaaS while spending less on S&M
“The best AI companies that are growing the fastest are not the ones spending the most amount of money on sales and marketing, and they're spending less money on sales and marketing than their SaaS counterparts. And yet they're growing much, much faster.”