SaaS companies
5 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Dec 6, 2021 by Anand Jain · across every show →
Everything said about SaaS companies, oldest first
Dec 6, 2021 bullish
Jul 12, 2024
SaaS Requires $125M to Hit $100M ARR Versus $250M for Fintech
“See on an average, a SaaS company takes hundred twenty-five million dollars to touch a hundred million. A fintech company probably takes two fifty million dollars, right? So that way SaaS is extremely capital intensive and B to B marketplace will take probably…”
Aug 2, 2024 positive
Clifford: Silicon Valley's unique advantage is scaling from $100M to $1B
“The bit where Silicon Valley starts to have a pretty overwhelming advantage is if you're going from a thousand to 10,000. There are just not that many people outside Silicon Valley who have run thousand person engineering teams. But there are actually lots of …”
Sep 13, 2025 bullish
Darisi predicts future SaaS startups hit $100M ARR with 100-200 people
“I strongly believe at this point of time, my engineering team even won't be hundred people. So that will be very strong. I mean, view I have it in the size of the team who can able to deliver high value companies will be way, way smaller, right? So like you wi…”
Oct 10, 2025 bullish
Dodda: Next wave of Indian public listings will be SaaS companies
“I'm sure there'll be a lot, the next generation of Public companies, even in Indian markets, one of the next generation of companies will be SaaS companies beyond obviously the IT services that happened and also the consumer internet that happened.”