Alex Kayyal

Everything Alex Kayyal said on any show that made the record, most notable first. Each card names its show and opens the statement there.

SAASTR Opinion

Kayyal: SaaS Slowdown Is Valuation Reset, Not Fundamental Company Reset

“And I think more than anything, it's a valuation reset as opposed to a fundamental company reset.”

Alex Kayyal Dec 2, 2022 ▶ 5:53 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

SAASTR Disclosure

Kayyal: Salesforce Ventures Prefers 70-80% Growth Over Low-Burn 20-30% Growth

“If a company had you know, a bit of a, sort of, was loss making, but was able to drive 70, 80% growth, then we could see a path to profitability. We would get more excited about that than a company that was growing kind of 20 or 30% you know, let's say it's su…”

Alex Kayyal Dec 2, 2022 ▶ 39:44 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

SAASTR Disclosure

Kayyal: Top SaaS Companies Raised Extra Rounds, Leaving Them Out of Market

“The best SaaS companies over the last couple of years have probably raised one extra round that they needed. And so in our portfolio, the best companies just aren't really in the market.”

Alex Kayyal Dec 2, 2022 ▶ 6:14 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

SAASTR Assertion Partly supported

Kayyal: 15% to 20% of Enterprise IT Spend Is in Cloud

“If you take a step back, we're probably anywhere from 15 to 20% of IT spend is in the cloud.”

Alex Kayyal Dec 2, 2022 ▶ 32:47 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

SAASTR Assertion Supported

Kayyal: Salesforce Grew Over 20% in 2009 Despite Global Financial Crisis

“Salesforce's growth in 2009 you know, in what was the doom and gloom era, as we can all remember of, you know, the world felt, you know, sort of financial markets were about to collapse and Salesforce still grew north of 20% in that period.”

Alex Kayyal Dec 2, 2022 ▶ 5:22 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

SAASTR Assertion Partly supported

Kayyal: Salesforce listed a $6B TAM in its 2004 IPO filing

“When Salesforce went public in our S-one, our TAM listed was six billion in 2004. That was what we said the TAM was for Salesforce. You know, Jason called it out. It's now a thirty billion revenue company. You look at the TAM, you know, over three hundred bill…”

Alex Kayyal Dec 2, 2022 ▶ 29:43 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach

One line per show, most statements first. The link opens Alex's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
SAASTRLEDGER		1	6	33% 1/3	full record on the Official SaaStr Podcast →