SaaS Applications

topic on 7 shows · 13 statements across 13 episodes

Another Podcast BG2 Pod My First Million the Official SaaStr Podcast the a16z Podcast Big Technology 20VC

13 statements about SaaS Applications, every show

20VC Prediction Not checkable as stated
Arora: SaaS applications will give way to opinionated AI applications
“SaaS applications will give way to AI applications, the difference being SaaS applications have no opinion, AI applications will have opinions. That's a fundamental rethink we need from a workflow perspective.”
Nikesh Arora Jun 22, 2026 ▶ 13:54 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Jun 2027
AI Models Will Clone End-to-End SaaS Apps Within 12 Months
“Those capabilities are going to exist in the models in the next 12 months.”
Brendan Foody Jun 1, 2026 ▶ 36:57 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
BIG TECHNOLOGY Prediction Not checkable as stated
Amon: SaaS and ISV apps will require onboard PC computing for AI
“On the enterprise, I think the economics are going to change because you know, those a lot of the ISVs and SAS applications are going to require the onboard computing, and I think that's going to make a difference.”
Cristiano Amon Jan 20, 2026 ▶ 33:20 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
BG2 Insight
Nadella: High-ARPU, low-usage SaaS apps face disruption from AI
“And so I think the next generation of SaaS applications will have to sort of, if you are high ARPU, low usage, then you have a little bit of a problem. But if you are, we are the exact opposite. We are low ARPU, high usage.”
Satya Nadella Oct 31, 2025 ▶ 55:47 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
20VC Prediction Not checkable as stated
Benioff: Enterprise SaaS applications will endure alongside AI agents
“There is going to be a level of application functionality that is going to be required. And there's no question that these apps that, you know, our users are on today are still going to be very much a part of how they do get their work done and that they opera…”
Marc Benioff Aug 28, 2025 ▶ 19:37 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Lemkin: MCP will reduce major SaaS applications to vulnerable databases
“If I can put my own AI and my own agents on top of these apps, all these ones that we think are so great because they're databases, I think they instantly become vulnerable because they just become databases.”
Jason Lemkin May 22, 2025 ▶ 1:16:22 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
BG2 Prediction Not checkable as stated
Nadella: Traditional SaaS Apps Will Collapse into AI Agent Logic Tiers
“The SaaS applications, or biz apps, so let me just speak of our own dynamics thing. The approach, at least, we're taking is, I think the notion that business applications exist That's probably where they'll all collapse, right, in the agent era, because if you…”
Satya Nadella Dec 12, 2024 ▶ 46:44 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
ANOTHER PODCAST Assertion Partly supported
Evans: Typical large enterprise runs 400 to 500 SaaS applications
“Even at only a third of their workflows, it's sort of four or 500 SaaS apps. If you look at data from Okta or Productive or companies like that.”
Benedict Evans Dec 8, 2024 ▶ 23:40 Ai eats the world
SAASTR Assertion Not publicly verifiable
G2: Average Mid-Sized Company's SaaS Apps Will Rise to 119
“From G-II's data, we've seen that the average mid-sized company last year had a 111 SAS applications, and we're estimating that by next quarter, that's gonna rise to a 119.”
Chris Perrine Mar 16, 2023 ▶ 0:45 What's Holding Up Buyers?: Top Obstacles to Making Software Decisions with G2's VP - Asia Pacific
MY FIRST MILLION Assertion Supported
The average Series A startup uses 34 different SaaS applications
“If you look at the average series a company they're using, I think the stat is 34 different SAS applications.”
Elaine Zelby Apr 26, 2021 ▶ 33:56 Brainstorming Million Dollar Ideas with Elaine Zelby | My First Million Ep. #175
SAASTR Assertion Supported
The Average Knowledge Worker Uses 36 SaaS Applications
“The average number of SaaS applications that every knowledge worker uses is 36, and on a given day, an average knowledge worker uses at least 10 applications.”
Yamini Rangan Aug 13, 2019 ▶ 26:03 5 Myths That Stop SaaS Companies From Moving Upmarket Dropbox's CCO Yamini Rangan (now CEO HubSpot)
a16z Prediction Not checkable as stated
Feaster: Most future enterprise software will be consumed outside IT
“If you look at the future, majority of software applications that are going to be built are going to be consumed by non-IT. They're going to be bought as SaaS.”
Michel Feaster Jan 2, 2019 ▶ 18:09 a16z Podcast | Creating a Category, from Pricing to Positioning
SAASTR Prediction Not checkable as stated
Deeter: SaaS applications will embed payments to expand TAM
“And so we absolutely believe That applications more and more are going to layer in payment capabilities and find that as an upsell driver that's a hidden gem and massively expand your market size as a result.”
Byron Deeter May 3, 2018 ▶ 25:10 State of the Cloud: 2018 Edition

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