SaaS spend
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 6, 2024 by Sam Lessin · across every show →
Everything said about SaaS spend, oldest first
Dec 6, 2024 bearish
Sam Lessin: AI will compress SaaS margins by making software easy to clone
“There's pricing pressure. All your margins go away. You say, look, I can rebuild box.net with three engineers in two months for my need now. I don't need you guys. You can't charge me premium pricing. And the reality is that's actually the easier application o…”