SaaS Platforms

topic on 7 shows · 7 statements across 7 episodes

Startups For the Rest of Us We Live to Build the Neon Show No Priors Top Founders the a16z Podcast 20VC

7 statements about SaaS Platforms, every show

a16z Assertion Not checkable as stated
Gaybrick: Stripe SaaS Platform Customer Cohort Grew 103% Year-over-Year
“The new SaaS platform cohort is a 103% larger than in 26 than it was in 25.”
Will Gaybrick Aug 17, 2026 ▶ 21:20 Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
WE LIVE TO BUILD Prediction Not checkable as stated
Narkar: SaaS Platforms With Cross-Platform Data Will Win in AI
“I think the SaaS platforms that will win with AI are the ones that have data across platforms. You know data is really the true winner.”
Sameer Narkar Oct 24, 2025 ▶ 0:41 300 Enterprises, 30 Countries, and He Still Would Not Discuss the Exit
TOP FOUNDERS Assertion Not checkable as stated
Jain: Average feature adoption on most SaaS platforms is only 30-40%
“I mean, look at, what is a typical adoption of most SaaS platforms? 30, 40%.”
Rajesh Jain Dec 24, 2024 ▶ 8:32 Private, Bootstrapped, & Profitable: How Rajesh Jain Scaled to Over $100M As a Solo Founder
NO PRIORS Opinion
Huang: Incumbent SaaS platforms will flourish with AI agents, not be disrupted
“People, people say that these SaaS platforms are going to be disrupted. I actually think the opposite. That they're sitting on a gold mine, that, that they're going to be this flourishing of agents that are going to be specialized in Salesforce specialized in,…”
Jensen Huang Nov 7, 2024 ▶ 30:35 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Walling: Every aggressive tech platform was developer-friendly at one point
“A friendly platform is friendly until it's not. And that's really what platform risk is, is when we think about the aggressive platforms that I'll name in, in level eight, they all were friendly at one point.”
Rob Walling Oct 15, 2024 ▶ 23:00 Episode 735 | The 8 Levels of SaaS Platform Risk (A Rob Solo Adve...
NEON SHOW Insight
Bijapur: Building on existing systems of record carries fatal platform risk
“The problem with building something that plugs into an existing system of record is it, I think the biggest challenge there is it becomes a platform play. Like you're so dependent on the platform that the platform ends up shut locking your feature, then you're…”
Shashank Bijapur Aug 31, 2024 ▶ 1:15:03 Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
20VC Assertion Supported
Coates: Shopify was first major SaaS platform to run secure third-party code
“And I, as far as I'm aware of Shopify was the first at scale SaaS platform to do that.”
Glen Coates Mar 8, 2023 ▶ 23:59 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings

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