SaaS

“SaaS is funny because you can just like take customers from everywhere, but I thought a lot of great go to market strategy is how do you make sure like everyone in New York is using Lattice and then everyone in Austin is using Lattice.”

“You know, one of the things that I think we lost a little bit of sight over During the SaaS boom period in Silicon Valley, which I think is coming to an end, is the idea of like tinkering and the idea of following your passion and interest without an immediate…”

“I generally advise founders against marketplaces phase two of the company. So there are a lot, a bunch of people were like, ah, SaaS to marketplace transitions. That's the model. And I'm like, name an example in the last 10 years where that's actually worked. …”

“And so at Stripe, we actually started off with solutions that were based much more on your business model. And we would create these solutions for SaaS companies, for marketplaces, for e-commerce companies that would collate together a bunch of capabilities ac…”

“There's a really important difference between a network effects driven business like this one and a traditional SaaS business where each individual user or player is contained to their own silo, even if they're in like a multi-tenant system. And that big diffe…”

“The other thing that to me always kind of stunk about having an app as opposed to a SaaS subscription, like if we've got good stuff, like I want to give it to the, to our customers now, but then if we give all our good stuff to the customers now, then they'll …”

“Turns out it actually came from security and alarm industry. They were doing one-time sales and one-time revenue. Then there's this analyst consultant type person named Ron Davis in the security and alarm world. He started writing about this concept called RMR…”

“Will SaaS apps completely disappear? I, will the workflows disappear? SaaS is an overload of terms. Probably not, at least in our category, just because it's compliance. You need, like, you need the workflows to prove that you're doing the right thing to submi…”

“SaaS versus a license-based model versus if you wanted to build a transaction-based model. Super hard to do it in the current system. Existing customers will revolt. Billing systems won't work. Sales incentives won't work, but if you put someone on the side, t…”