SaaS Software

“There's a deep misunderstanding about why companies buy software. It's not because they think service now or Salesforce or whoever is somehow, you know, bold innovators that could not be replaced. No, it's because they have a problem. They don't want to build …”

“I think we are going to get into the era now where the telemade trousers can be cheaper and faster than readymade. So telemade software, right, can be, is cheaper and faster to deploy actually. And that's a big step forward. I think the entire enterprise stack…”

“AI as a bolt-on to SaaS software does not feel like a winning strategy.”

“As much as I love Silicon Valley, we tend to flatten the world. We just like build one size fit all. And that, that means like, you know, SaaS software tends to have all these buttons and configuration just to fit every use case. But instead, we're going to ex…”

“On a lot of these processes, the reason you have these separate siloed companies is the humans were siloed. There was a sales person and a marketing person, but if the AI is doing everything, let's just take the customer journey. You can have a single AI agent…”

“Mediumly large, like billion dollar plus valuation companies in China will just like pirate SaaS software.”

“My prediction is that all application software will go to zero. In other words, software will be dirt cheap, that no one will be making money on the traditional type of SaaS software.”

“So she went into Replit and built it, Vibe coded it in three days. And so that meant that we have a system that exactly fits our use case. And that also meant that we're not paying 10, 20, 30,000 dollars a year for a piece of SaaS software.”

“You know, a lot of companies pay tens of thousands of dollars for software. You can generate a replica for five dollars, literally.”

“And I personally think that architecturally There really is no difference between your typical SaaS software today and Agent in terms of how you build it, right?”

“If you say take a 10% cut, And transform employee headcount costs into SaaS software, you're back to half a trillion, and you've recreated the entire enterprise software market cap.”

“This is in no way to diminish other categories, but I just don't think people feel mission-driven with respect to SaaS software, as an example, or databases. I think those are important categories, just so you know, and our firm invests in them. They provide r…”

“It was also back in a time where you had to build everything from scratch, whereas now there's so much off the self stuff, it doesn't have the same advantage.”