SaaS
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jun 28, 2022 by Kunal Shah · across every show →
Everything said about SaaS, oldest first
Jun 28, 2022 bearish
Nov 15, 2022 neutral
Lütke: Tech startup creation was easier during the mobile and SaaS convergence
“A lot of multi-billion dollar companies in, in technologies are, like, come from, there is sort of three, four, five year period of startup creation, right? Which was this, Extreme Goldilocks zone of everything was changing. Mobile, SaaS, internet, broadband r…”
Feb 7, 2023 negative
Dignan: Most SaaS teams iterate on products but ignore decision-making systems
“More than half the teams in the SaaS game are, like, doing that every day with their product, but they're not doing that with their decision making. They're not doing that with their cultural apparatus or their agreements or any of that stuff.”
Aug 20, 2024 positive
Dunford: Salesforce initially avoided enterprise incumbents by exclusively targeting SMBs
“Salesforce is actually a great example. When they started out, the enterprise part of CRM was absolutely dominated by a big competitor. So it didn't make sense for them to enter that market there. Instead, they entered the market at the very bottom. So they we…”