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SaaS companies

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 21, 2024 by Sarah Guo · across every show →

Everything said about SaaS companies, oldest first

Dec 21, 2024 bearish
Insight
Guo: Seat-based SaaS incumbents face an innovator's dilemma from AI automation
“There's a really strong innovator's dilemma. If you look at the SaaS companies that are dominant, they sell by seat. And if I'm doing the work for you, I don't necessarily want to sell you seats. I might actually decrease the number of seats.”
Sarah Guo Dec 21, 2024 ▶ 21:15 The State of AI Startups in 2024 [LS Live @ NeurIPS]
Oct 30, 2025 neutral
Assertion Not checkable as stated
Sands: Top AI companies have slightly lower per-company retention than SaaS
“If you squint at the data, you can actually see that these AI companies On a per company basis have slightly lower retention than the SaaS companies.”
Emily Glassberg Sands Oct 30, 2025 ▶ 1:23:15 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Oct 30, 2025 bullish
Assertion Not checkable as stated
Sands: Top 100 AI startups reach ARR milestones 2-3x faster than SaaS
“One cohort that we looked at was the hundred highest grossing AI companies on Stripe. And you kind of need a reference point. And so we were like, let's compare them to the hundred highest grossing SaaS companies from five years prior. And we looked at things …”
Emily Glassberg Sands Oct 30, 2025 ▶ 1:21:59 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
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