Evans: Most SaaS companies are fundamentally just database wrappers
Benedict Evans · Benedict Evans: OpenAI’s Moat Problem & the Future of Software · Mar 19, 2026 · at 57:33
Independent technology analyst Benedict Evans discusses software building blocks and startup opportunities with host Matt Turck.
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“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.”
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