B2B SaaS

7 statements across 6 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Dec 7, 2020 by Ashwini Asokan · across every show →

Everything said about B2B SaaS, oldest first

Dec 7, 2020 positive
Insight
Asokan: Deep tech startups must hire product marketers on day zero
“And so for me, like, you know, I always tell people, make sure you have a product marketing person on day zero. Especially if you're a deep tech company, especially if you're a B to B SaaS company, you really have to talk about the value of your product from a…”
Ashwini Asokan Dec 7, 2020 ▶ 16:58 Inside the mind of Ashwini Asokan, Founder & CEO, Mad Street Den
Mar 15, 2021 positive
Disclosure
Khandelwal: Prefer Founders Targeting Very Specific, Narrow Problems
“I rather like the founders who want to go very specific and there is a problem which is very small and very specific.”
Dilipkumar Khandelwal Mar 15, 2021 ▶ 10:09 Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor
Mar 15, 2021 negative
Insight
Khandelwal: Selling a Product That Cannot Scale Quickly Leads to Churn
“Because you can keep on selling, ah, but if your product is not right, even if you have a large numbers, I tell you, ah, You will use it very, very fast.”
Dilipkumar Khandelwal Mar 15, 2021 ▶ 13:31 Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor
Apr 25, 2022 negative
Insight
Top-Down TAM Calculations Are Useless Beyond Checking Market Viability, Says Shivku
“So this is, I think the top down way of arriving at TAM, which is not really useful beyond the fact that you want to just ensure that you are working in a space that's at least a couple billion dollars in size so that you know that there's enough market to go …”
Shivakumar Ganesan Apr 25, 2022 ▶ 56:55 Exotel’s Shivku on Failed Funding Round to Building $60 Mn ARR Saas Startup
Nov 3, 2023 bullish
Prediction Not checkable as stated
Lunia: Developing nations will be digitized by Indian software over next 20 years
“So I feel that next 20 years, The whole rest of the world, which is not in the developed countries will be digitized by India. The developed countries were digitized by America. Granted the next wave is ours because we are the only talent pool.”
Anand Lunia Nov 3, 2023 ▶ 33:30 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
May 27, 2024 neutral
Insight
Reaching $10M ARR is extremely difficult without $100K annual contract values
“For us, the, I think if you can't have a customer paying you repeatedly a 100,000 dollars annually. It's very hard to build a ten million dollar annual recurring, like, ten million dollar revenue company, right?”
Siddhartha (Siddharth) May 27, 2024 ▶ 34:11 Nansi Asks Siddhartha About Neon Fund 3, VC Career And Future Life Updates I Neon Show
Sep 13, 2025 bullish
Prediction Not checkable as stated
Darisi: 50,000 companies will reach $100M revenue in the AI era
“The market is going to increase. For one reason, now you can see it's not G-Twenty K, it will be G-Fifty K companies who can able to do hundred million dollars of revenue because the build is actually becoming shorter and the technology is becoming more widely…”
Kiran Darisi Sep 13, 2025 ▶ 1:22:25 4 Startups. 2 Founders and 3 Eras Of SaaS: Installable → Cloud → AI | Sreedhar & Kiran
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