SaaS companies
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jul 28, 2022 by Melissa Perri · across every show →
Everything said about SaaS companies, oldest first
Jul 28, 2022 neutral
Perri: Moving from single to multi-product is SaaS's hardest hurdle
“One of the biggest issues I kind of see with them and product management is at this pivotal scale up phase where they go from, Hey, I found product market fit to I'm ready to scale. One it's hiring a great chief product officer that can help them figure out wh…”
Jul 27, 2025
Ramanujam: AI startups must monetize on day one unlike SaaS
“AI founders need to tackle monetization from the very early days, like day one in their seed stage, pre-seed kind of thing, which was not probably the focus for, you know, the previous SaaS companies. Why is that so? Because of two reasons. One, there's for th…”
May 24, 2026 bullish
Dan Shipper: Agents will drive a massive spike in SaaS demand
“And I think that what agents do is increase the number of users of SaaS. Not get rid of it. And so I think SaaS companies are going to see like an insane spike in the amount of demand that they have, because there's going to be tons of agents using these produ…”