SaaS
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →
Everything said about SaaS, oldest first
Feb 8, 2024 positive
Levie: Growth-at-all-costs was economically rational for 2010s enterprise SaaS
“I think that was the exactly right economic decision at the time. There was sort of a market share war. You were acquiring customers that maybe had a sort of a five or 10 year You know, kind of lifetime value curve associated with them, maybe even more. And so…”
Aug 9, 2024 bearish
Gurley: SaaS at 6x revenue is not automatically cheap as industries mature
“I hear people say oh my God, SAS is super cheap at six times revenue. And I'm like, you know, I've worked, I've seen industries mature where, where six ain't a stopping point, you know? And of course, you got to move on to net income and earnings and cashflow …”