SaaS

“So that's what, I mean, so I've just decided to stop trying to find New ideas and just, I mean, a new the, like a new thesis and just keep investing in this. That's why I'm kind of all in on, on SAS right now.”

“Along with SaaS, marketplaces are the best kind of internet businesses to create.”

“I would say a hundred times, I'd say a hundred times ARR is sort of the rule of thumb right now.”

“I think part of what's going on with the companies you mentioned is that they're physical world companies. They are very capital intensive. They burn a lot of money. They're operationally intensive. I have sort of sour, I soured on those businesses years ago. …”

“Outside of productivity tools, though there's not a single company that can stay in one category and become really big. What does that mean? There's not a single public company that doesn't have now an entire strategy that says we sell at SMB, mid-market, and …”

“The first is that I think we're going to replace SaaS with what I call mass, which is models as a service. And so, you know, a lot of what software will be, particularly in the enterprise, will get replaced with A single use model that allows you to solve a fu…”

“I think that this AI revolution is going to do for SAS what mobile did for, you know, a lot of the web one point O companies. Where, like, for a lot of these Web One companies, they were either disrupted by mobile or they were turbocharged by mobile.”

“I tweeted many years ago that the way I saw Excel was the long tail of use cases that hadn't moved into a dedicated SaaS app yet. And that the way that if you want it to be a SaaS founder, you're trying to come up with ideas, find some really complicated Excel…”

“And that's what's going to cause perhaps price compression and more competition than has been the case. But I don't think that the adoption of software is going to slow down.”

“I think that the tooling and the capabilities to enable the enterprise to write their own custom workplace productivity tools and their own custom workplace software, whether that's customer facing or internal facing, Really becomes kind of the standard maybe …”

“SaaS basically takes over the services economy. And if you look at the market cap and the revenue and profit generated by services businesses, and you assume that they now go to 10 to a hundred X larger, and they're all going to accrue to software. I think tha…”

“I think that a lot of what we call SaaS today, and a lot of what we call software today will start to get priced on a value based pricing model, instead of a per seat pricing model.”

“No code has to be the most impacted, the most disrupted area of SaaS right now, because, I mean, what is Claude Code really good at? I mean, that's the ultimate no code tool.”

“I think in the past, the way that most SaaS Products thought they spent a lot of time on their user interface, and now they really got to think about the agent interface, not just user interface.”