B2B SaaS

4 statements across 3 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2023 by David Sacks · across every show →

Everything said about B2B SaaS, oldest first

Feb 24, 2023
Insight
Sacks: Enterprise SaaS companies struggle to move down-market to SMBs
“I think if you start with enterprises, it's very hard to go down market because it's a lot easier to add requirements to your product than to actually strip Complexity of a product that's actually surprisingly difficult to do.”
David Sacks Feb 24, 2023 ▶ 14:16 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Feb 24, 2023
Insight
Sacks: Sales-focused founders lean enterprise, product-focused founders target SMBs
“I think founders who are better at sales probably skew more towards an enterprise strategy. Whereas if you're more of a product founder, you go after SMBs.”
David Sacks Feb 24, 2023 ▶ 13:38 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Jan 19, 2024 bullish
Insight
Sacks: B2B SaaS creates enterprise value through 120% net expansion
“This is why I basically skewed towards B to B SaaS is because a good B to B SaaS business will have net expansion. Instead of 50% churn, you'll do a 120% expansion. And so you're actually building a subscriber base with long-term value.”
David Sacks Jan 19, 2024 ▶ 1:09:51 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
Jun 14, 2024
Insight
Sacks: SaaS investors place value on B2B revenue over B2C due to high churn
“When we see a business that has B to C subscriptions and B to B, we place all the value on B to B. And the reason is because historically the churn rates and B to C are too high.”
David Sacks Jun 14, 2024 ▶ 54:16 Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
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