enterprise
also referred to as: enterprises
25 statements across 21 episodes · 7 bullish · 5 bearish · 16 people on the record · first statement Mar 17, 2018 by Jason Lemkin · across every show →
Everything said about enterprise, oldest first
Mar 17, 2018 negative
Lemkin: Enterprise SaaS companies cannot retroactively build free trials
“Folks that I know that are enterprise that they get to a few million revenue. They try to build a free trial later. It's too late. Their DNA is too gone. They, everything's manual. Everything's manual data entry, manual this, manual that, and you'll never have…”
Oct 9, 2018
Grace: Nail SMB and end users before expanding to enterprise
“If you are selling to both enterprise and SMB, then I think just like anything else, nail the hell out of SMB first before you try to scale up into enterprise, because that is actually where the truism of, you know, like, oh, just follow the end user and don't…”
Oct 23, 2018 negative
Beri: Big data is often useless to enterprises lacking tech talent
“So having this amount of data while maybe useful for Facebook and Google and maybe not useful for us In that context is definitely not useful in many cases for an enterprise because they don't have, if you're an enterprise, and I'm talking about enterprise, wh…”
Jan 2, 2019 neutral
Enterprise Sales Require Slow Discovery Rather Than Transactional Demos
“When we're selling to an SMB, it's very transactional. It's about demoing the tool and demonstrating utility. When you're selling upmarket, you are you have a selling process where you want to slow things down and go through a process of discovery.”
Jan 2, 2019 positive
Nov 13, 2019 negative
Nov 8, 2020
Feb 10, 2022 neutral
Eifrem: Infrastructure software vendors only have direct plays on enterprise build paths
“When you're in an infrastructure company, you always exist on the build path, right? In the enterprise IP buy versus build, right? If they don't go down the build path and want to build themselves with their own project, Like, you don't have a play. Like, if i…”
Aug 25, 2022 bullish
Lemkin: Cloud startups should accelerate moving upmarket to enterprise
“So much of the money is going into bigger enterprises today in cloud that it's a good conservative bet to go to accelerate that six or nine months in your product roadmap. Go a little more enterprise now where there's less sensitivity, less volatility.”
Oct 27, 2023 neutral
Lemkin: Launch a Second Product Before Hitting 100 Enterprise SaaS Customers
“In enterprise, it's often around a hundred customers in a group. In mid-market, it's a thousand. And in SMB, you're lucky to get to 10,000 customers without hitting significant headwinds, ok? So my rough, way too rough rules are enterprise, mid-market, SMB. Be…”
Feb 7, 2024 neutral
Gontovnikas: Most PLG companies are not purely self-service
“Most companies become product-led growth because they think it's gonna be cheap, and they think it's gonna be just self-service. But the reality is that most companies that do product-led growth are not self-service. Because in the end, they need to get to ent…”
Oct 8, 2024
Padelford: Enterprises build evaluation processes while small entrepreneurs have none
“The enterprise has set up entire organizations and processes to evaluate stuff. They're always evaluating stuff. The average entrepreneur has zero processes to evaluate anything. They're literally just trying to keep it going every day.”
Jan 8, 2025 negative
Jan 24, 2025 bullish
Lemkin: Enterprise AI drives all current growth in B2B cloud budgets
“All the growth in cloud budget and B to B budget is for AI. Some of it's sure for AI native platforms, some of it's for other things, but all this AI budget is basically in the enterprise. Okay. That's where you see the growth. It's all enterprise.”
Feb 12, 2025 neutral
Grosser: Enterprises prefer predictable, modular pricing over standard pay-as-you-go models
“Enterprises like predictability. They also like a lot more modularity. They like more all-apart. And so we really had to do a lot to unbundle our pricing for enterprise, let them buy more sub-components, and in some cases, price fundamentally differently.”
Feb 12, 2025 positive
Grosser: Startups moving upmarket must secure core enterprise workloads over pilots
“If you go into enterprise, you wanted to get the whale, not the fin. A fin was like our little derogatory term to me, like, you didn't really get a legit workload at that company. So I think a lot of times people will get a side project, an experimental busine…”
Feb 12, 2025 neutral
Feb 12, 2025 neutral
Checkr paused an early enterprise push due to product and engineering gaps
“Checkr years ago did this wrong. So there were all the signals Jean was mentioning there. Our customers are pulling us up a lot of demand and interests, even like closing some early, you know, more innovative enterprise logos. And the team at the time, before …”
Feb 28, 2025 bearish
Zinman: Upmarket SaaS firms become irrelevant by abandoning SMBs
“People don't realize that the SMBs and mid-market of today are the enterprise of tomorrow. So they getting used to use another product, they're getting used to use another platform, and eventually they become the enterprise companies. And then those enterprise…”
Mar 14, 2025
Mehta: SaaS gross retention ranges from mid-70s (SMB) to 95%+ (core)
“In general, you find roughly in SAS that SMB oriented businesses that sell to SMB have gross retention somewhere between mid seventies and mid eighties.
Enterprise oriented businesses that are maybe departmental apps are anywhere from 85 to low nineties.
Poor …”
May 21, 2025 neutral
Lemkin: Enterprise CIOs Maintain AI Budgets Amid Vendor Consolidation Mandates
“If you are there, every buyer, every, especially the enterprise, every CIO has AI budget today. We can talk about whether it's discretionary or budgeted or where it's coming from. Everyone has budget for AI. So more money's going out at the CIO's office at the…”
Aug 25, 2025 neutral
Sep 5, 2025 bullish
AI-Native Startups Are Outspending Large Enterprises on AI Infrastructure
“One really interesting thing that's happening is lots of more AI native companies and newer companies are actually spending more than like bigger enterprises who are maybe not super sure about putting things into production, but we want more of them.”
Sep 10, 2025 positive
Sloan: G2 data shows enterprises were the fastest to adopt AI
“And surprisingly in that same report, the fast, the fastest people to switch are enterprises. Usually enterprises aren't the ones that adopt it first, but that is what the data showed us is that enterprise were first movers here and they were doing it because …”
Jun 9, 2026 bullish
Masad: Major AI agent capability jump coming in Q3/Q4
“I think we're now probably on a, like a bit of a, the start of a downturn in terms of people perception of agents. And I think later by like Q three and four, we're going to see another major capabilities jump and the tools will get a lot better. And I think w…”