SaaS

“But today, because this is a handshake between our SaaS environment and the customer's data, that, that handshake requires a completely different, ah, model for customer success and support. Because what we have learned in being a data science plus SaaS compan…”

“I almost feel like open source is just being superseded by any software as a service, and what I mean by that is the following. It's like, as soon as you host something as a service, people don't seem to ask so much about open source, right?”

“I think we're just gonna see a lot of market cap creation, so I fundamentally think we're, like, in the early innings of that.”

“I do think separate to all this, SaaS is going to be a bit more usage-based and metered anyway. I think the days of, like, seats above all are starting to fade away. AI is going to accelerate it, but I think generally speaking, people are kind of realizing tha…”

“The era of SaaS is an era of like right click view source. You know, ultimately like if there's a single thing you've done, other people can do it. The job is to build a brand around having the best product. And to do that, you often, you have to have the fres…”

“We think that SAS It's not going to be dead. We think that SAS is just going to have to evolve dramatically. And if you think of SAS being largely a wrapper around a database, and you could argue that's what Salesforce is, you know, a lot of, like, workflow an…”

“As, you know, non-professional software engineers are able to build their own software I think that the demand for the, you know, plethora of SaaS that we have today will also go down, and that will reduce, because you'll be able to generate software on the fl…”

“I think one thing that's different about agents and AI compared to other SaaS is that usually you're trying to do something that a human is doing in the organization. And To do that, you need the con, you need the same context that human has.”

“At some point, basically, just as desktop software became SaaS, at some point, SaaS will just become an agent because it's no longer really like a human that's It's actually doing everything in the software product, but a software that's running the software p…”

“Most SaaS companies are database wrappers, where somebody realized that here is this problem, and here is the people who have it, and here is a way of turning it 90 degrees, and this is your insertion point, this is how you build it and take it to market.”

“I think the business of dashboarding and the business, the AI doesn't the damages doing the SAS is, I think, unreparable. You could ask your AI, build me a tool like Salesforce. 30 seconds later, you have a working tool.”