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SaaS

also referred to as: software as a service

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Aug 27, 2025 by Scott Wu · across every show →

Everything said about SaaS, oldest first

Aug 27, 2025 negative
Insight
Wu: Seat-based SaaS pricing makes no sense for AI agents
“Seats don't really make sense when it is like, the AI themselves are arguably seats as well, you know, like they're doing a lot of the labor too. And then on the other side, I think you know, usage obviously just goes so naturally with the cogs themselves beca…”
Scott Wu Aug 27, 2025 ▶ 31:42 A Cheeky Pint with Cognition CEO Scott Wu
Aug 29, 2025 bearish
Opinion
Osika: The US has far more experienced SaaS talent than Europe
“There is much more people who've built SaaS and like startups before that you can, that have like very, very good expertise that you can hire in the U.S. And much less so in Europe.”
Anton Osika Aug 29, 2025 ▶ 21:21 A conversation with Lovable CEO Anton Osika
Mar 10, 2026 bearish
Prediction Open · timeframe Mar 2036
Taylor: SaaS sector will likely lose value over the next ten years
“Will these companies be less valuable 10 years from now than now? I think the answer is probably yes. Will that be true for every individual company? I don't think that's true.”
Bret Taylor Mar 10, 2026 ▶ 51:07 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
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