SaaS
5 statements across 4 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jul 5, 2021 by Toni Cowan-Brown · across every show →
Everything said about SaaS, oldest first
Jul 5, 2021 negative
Cowan-Brown: SaaS customers often utilize only 20% of software capabilities
“I saw this in SaaS with customers buying new software, which also led to them only using 20% of the software because they wouldn't figure out all of the other things that this software or tool did. They were just using it to replace the one thing.”
Mar 1, 2022 positive
Evans: Crypto enables governance and portability impossible with standard databases
“And crypto is basically sort of SaaS meets open source. So it's all sort of running publicly in the cloud. And so you can make different applications with this. You can do these incentive structures and open governance structures and portability that you can't…”
Apr 16, 2026 negative
Evans: A software company's moat is go-to-market, not writing code
“I don't feel like the reason it's hard to compete with X or Y or Z company is how long it would take you to write the code to replicate the product. It's almost never the problem. It's the problem. The hard part is everything else. It's working out what the pr…”
Apr 16, 2026
Aug 16, 2026
Cowan-Brown: Bottom-up SaaS fails when value requires change management
“It lands with a team, you expand, and that works when the tool is replacing or when the tool is making an individual better at the job that they already have. It fails and it gets complicated when the value requires real actual change management.”