enterprise SaaS
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 11, 2024 by Kim Zou · across every show →
Everything said about enterprise SaaS, oldest first
Jan 11, 2024 bearish
Zou: Carbon accounting is oversaturated and behaves more like consulting than SaaS
“Carbon accounting isn't necessarily a market that needs 200 or 300 players. And also I think a lot of them end up being a bit more consulting advisory based than traditional enterprise SaaS like generalist investors understood.”