SaaS
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 11, 2024 by Stanislas Polu · across every show →
Everything said about SaaS, oldest first
Nov 11, 2024 bearish
Polu: Post-hyper-growth tech companies may increasingly eliminate traditional SaaS
“So it's interesting that we might see kind of a bad time for SaaS in post-hyper-growth tech companies. So it's still a big market, but it's not that big, because if you're not a tech company, You don't have the capabilities to reduce desk cost. If you're a hig…”
Oct 30, 2025 positive
Sands: AI churn reflects switching between competitors rather than abandoning category
“What's interesting about SaaS is The churn is churn from the entire vertical. In AI, they're just churning from that company and flipping to another company. And then if you keep watching them a few months later, they flip back to the first company.”
Oct 30, 2025 bullish
Sands: Top AI Startups Expand Internationally Twice as Fast as SaaS
“Like we were looking at the top hundred grossing AI companies on Stripe and like the median was in 55 countries at the end of their first year and over a hundred countries at the end of their second year, which is like Twice as global as the SaaS wave from thr…”