Point Solutions

“The issue in some ways, though, is if you're a one trick pony, you're not going to get the biggest customers in the country. The biggest customers and most important customers in the country want a platform partner.”

“Is the SaaS apocalypse going to kill the leaders in B to B that are public? No, there's too much workflow. They're too rich. They're too complicated, but these point solutions like this B newsletter builder, we don't need it.”

“All of these point solutions will become a commoditized layer here very quickly. And you have to think the simple ones are going to be able to be solved with things like cloud code.”

“There's two ways to make money in software, bundling and unbundling. And you just gotta get the timing right, so this is a period of bundling. Points, so here's the problem. Point solutions don't have enough data in the age of AI to be useful.”

“If they had decided at the beginning that the scope was a little bit larger, generally my rough intuition is it's only 20% more. But it actually ends up enabling you to capture a lot more.”

“Particularly in Silicon Valley, that this sort of thinking has accelerated, which is make a point solution as fast as possible to get to some revenue as fast as possible. And everybody that ends up optimizing for the local maxima, because if you end up giving …”

“There is a well-known, ah, breach that took place earlier this year with a company called Change Healthcare. Massive eight billion dollar revenue company that shut down the healthcare market. And it's really turned off big insurance companies and health system…”

“Scale matters. Particularly in vertical SaaS. That's the world we're in. Scale matters. Point solutions aren't going to survive.”

“No single thread, especially in SMB is probably high value enough to be alone for you to do alone and create billions of dollars of return.”

“The answer is like, I'm not sure that you really can. I think you kind of have to Almost like a refound the company or, you know, sort of like rewind and reverse and start over and go in this different direction.”

“Many CDPs, many vendors called themselves a CDP, and there were really more point solutions that didn't have enterprise scale, and in general, people would call any vendor that had some customer data would call themselves a CDP.”

“Well, I think that the extra large vendors will benefit big time as they did in the client server era. And so if you think about the number one and the number two cloud investments at the app layer, not the infrastructure layer that organizations are making at…”

“Point solutions are sort of a dying game now. And all those point solutions are You know, they're falling behind because there's more and more platforms that do everything.”