Indian SaaS
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 12, 2024 by Manav Garg · across every show →
Everything said about Indian SaaS, oldest first
Jul 12, 2024 bullish
Indian SaaS Will Reach 6% Global Share and $70B in Revenue
“We are projecting about six percent. If you go to six percent, because SaaS is also a foundation also going, we will touch about 60, seventy billion dollars in revenue. That's what we need to touch. To get to that half a trillion to trillion dollar market cap.”
Aug 31, 2024 negative
Nadhani: Indian SaaS Ecosystem Does Not Understand Brand Marketing
“I don't think we fundamentally understand brand marketing as SaaS in India. So whether you look at Dropbox or Atlassian or even Mailchimp when they started, they understood the value of brand marketing. We are more focused on this performance and quantitative …”
May 30, 2025 negative
Over-indexing on cost arbitrage has been extremely detrimental to Indian SaaS
“I feel the amount of over indexing, which I think the ecosystem has done on some of those models, right? And I think it has somehow been extremely detrimental because the challenge is that, I mean, when you start broadcasting a lot of those things Out there, I…”