SaaS
also referred to as: software as a service
51 statements across 38 episodes · 37 bullish · 5 bearish · 18 people on the record · first statement Nov 16, 2023 by Nathan Barry · across every show →
Everything said about SaaS, oldest first
Nov 16, 2023 bullish
Nov 30, 2023 positive
Founders should separate reliable revenue businesses from an experimental personal brand
“Maybe one answer could be to sort of build a personal brand where your brand is built around trying a lot of different things. Like Sam is trying out custom GPTs this week and AI avatars next week. He's actually building this quote unquote boring sass on the s…”
Dec 14, 2023 bullish
Ries: AI lets non-tech businesses bypass the SaaS deployment era entirely
“Once you know the technology well enough to be able to predict the effects it will have on a given business, then it's just very clear that we're living in a time of tremendous arbitrage where tech non-enabled businesses can become quickly AI-enabled. Skip, in…”
Jan 11, 2024 bullish
Karnjanaprakorn: 2024 will bring an M&A wave for $100K–$10M digital businesses
“And I think 20, 24 will be digital businesses. So SAS content software apps. I think that range between a hundred K and ten million in revenue, I think it's going to be a huge act like a huge M and a activity. I think we'll, we'll see a lot more of that in 20,…”
Jan 18, 2024 bullish
Mar 8, 2024 bullish
May 27, 2024 bullish
Schneider: Seeding SaaS Influencers Triggers Free Affiliate Reviews from Smaller Creators
“Once you get enough influencers talking about your product in this category, Then you'll start to see that up and coming influencers that are trying to build within that space will also review that product for you for free without paying them. All they're doin…”
Aug 5, 2024
Oct 21, 2024 negative
Oct 21, 2024
Nov 18, 2024 positive
Isenberg: Niche publications serve as wedges for vertical SaaS
“Another reason I really like this idea and people who listen to the pod know this about me is it's a wedge that could evolve into something else. So If you build the horse publication, personal publication, Step one, and it starts taking off. Step two could ea…”
Nov 27, 2024 positive
Dec 23, 2024 positive
Dalen: Continuous cash flow makes $499 monthly DTC SaaS pricing easy
“When you think about D to C, there's always money flowing every month. Like as long as the business exists, there's money flowing. So, so to justify a 499 dollars a month subscription within that, like flow of money is so easy to figure out as long as you solv…”
Feb 3, 2025 bullish
Feb 12, 2025 bullish
Isenberg: Build SaaS on top of directories to capture SaaS valuation multiples
“I think people are monetizing directories wrong. Like they're just putting AdSense. We saw one example of someone literally selling a book. The opportunity is actually to build software on top of these directories. So you use directories to get the traffic. Yo…”
Feb 19, 2025 bullish
Feb 24, 2025 neutral
Mar 3, 2025 bullish
Isenberg: Traditional SaaS is imploding, creating opportunities for AI coding platforms
“Because SaaS is kind of imploding, and there's just a lot of opportunity to go and use platforms like Bolt, Lovable, Cursor Replit and start building audiences, marrying that software together and start building businesses.”
Mar 21, 2025 bullish
Howell: Solo developers can easily earn $5K-$10K monthly on Upwork
“I would say, like, solo dolo I think you could easily clear
Five, 10 K a month, just without any outside help.
definitely building apps, but even just like if you consult on the right kind of product projects surrounding like a specific SAS.”
Mar 21, 2025 positive
Howell: Pitch custom AI apps to replace clients' most expensive SaaS
“So I think what you can do if you're like an entrepreneur trying to do this is like, Build like one or two apps, like probably more than that, like get good at it. Like I made like 40. And then just call business owners and be like, what's the most annoying th…”
May 5, 2025
Isenberg: Build an audience first so they dictate what product to build
“Step, step zero, build an audience. Then figure out what something to build is, and actually how you figure out, ah, how you build something is you start teasing things with your audience, and they're gonna tell you what to build.”
Aug 4, 2025 neutral
James: Technical PageSpeed Fixes Win Local SEO but Fail in Competitive SaaS
“In a not very competitive market, these types of things can make a big difference. If you're in a very crowded market with, you know, very sophisticated websites, like you're in a hyper-competitive SaaS market, just optimizing your page speed insights probably…”
Aug 4, 2025 bullish
James: AI for local service businesses is a multi-billion dollar arbitrage opportunity
“Everyone's building like agents and workflows and wrappers and SaaS tools, but I feel like everyone's ignoring like businesses in their backyard. So I want to talk about what I think is like a multi-billion dollar arbitrage opportunity to build a local service…”
Aug 7, 2025 positive
Isenberg: AI agents are turning traditional service jobs into software products
“For the first time ever, services are becoming software. It used to be software as a service, SaaS. But now with AI agents actually having the ability to fulfill the service. So let's say instead of hiring a social media manager, you're hiring an AI agent that…”
Aug 30, 2025 neutral
Sep 19, 2025 positive
Oct 4, 2025 bullish
Viral Sora 2 videos give software startups an unfair distribution advantage
“Because if you're able to create viral videos using Sora too, then you're going to be able to own a lot of attention. If you have a lot of attention, you'll be able to create startup ideas that sell to that attention. Consumer mobile apps, SaaS products, micro…”
Oct 4, 2025 positive
SaaS mistake and revenue milestone hooks drive viral video engagement
“My ADK SAS mistake in 23 seconds. Like, these are things that would go viral. POV, you just got your first dollar on Stripe. Cloned a hundred million dollars SAS in four days using these three tools. It's legal. Your SAS onboarding has a fourteen-second proble…”
Nov 13, 2025 positive
Nov 13, 2025 positive
Isenberg: Early SaaS should offer creators 30% to 50% lifetime affiliate cuts
“Step two is you want to generate attach a generous affiliate percentage. I'm not talking about 10%, 20%. I'm talking about 30 to 50%, especially in the initial days. Give it to them lifetime. Like, you want to get these people on board.”
Dec 8, 2025 negative
Hoffman: Paid ads cannot profitably scale SaaS priced under $1,000/month
“If you want to use ads to scale your SaaS, you can't do it with a low ticket offer. And when I say low ticket, I basically mean anything that is below a thousand dollars per month. If your SaaS is 50 dollars a month, a hundred dollars a month, this probably wi…”
Dec 8, 2025 positive
Hoffman: Monetize viral SaaS tools through ads, not subscriptions
“Because this is an attention play, where you're leveraging attention, you are creating a product that is inherently viral and shareable, what's going to happen is that the amount of attention that you get for this tool is going to far outweigh the people who a…”
Feb 16, 2026 positive
Frey Chu: Pairing directories with vertical SaaS or agencies is highly effective
“I still believe that building a directory and creating a micro SAS or vertical SAS is a super solid way to go about it. And with cloud code, it's never been easier. But the agency directory combo is a potent one and I see it all the time. Some of the biggest d…”
Feb 18, 2026 bullish
Mar 2, 2026 negative
Isenberg: SaaS UIs are becoming nice-to-haves compared to agentic LLM workflows
“But now when you're living in a terminal, for example, and you're using MCPs to talk to LLMs you kinda, you know, the nice to have is actually the UI. The nice to have is the SaaS. The nice to have is going to this website and look pretty. Ultimately what you …”
Mar 4, 2026 bullish
Isenberg: It has never been cheaper or better to build SaaS
“This is the greatest time ever to building SaaS. I mean, no other time in history has it been this cheap to be able to build SaaS, build audiences around it, get it to people who have billions of billions of dollars of spending power who want to buy your produ…”
Mar 4, 2026 positive
Isenberg: Software founders must build media around a single focused channel
“You're going to not just want to create a product, my friends. No, no, no, no, no. You're going to want to create media. You're going to go on ahead and, you know, create an Instagram, create a TikTok, create an X, pick one channel that you're going to focus o…”
Mar 4, 2026 negative
Isenberg: Cash-flowing SaaS startups should target sub-niches, avoiding venture-backed broad markets
“Don't make the, don't make a mistake of trying to build something for a huge market because that's where the venture boys are playing. This is for the people who want to build a cash flowing startup that, you know, maybe they want, it could raise venture later…”
Mar 9, 2026 positive
Henry: Local Agent Skills Eliminate Traditional SaaS Hosting Costs
“You can build SAS products as full skills. Now you no longer have to pay for hosting. You no longer have to pay for a domain. You no longer have to pay for storage, handle authentication. You can download Products locally, and the whole, ah, look at what I bui…”
Mar 9, 2026 positive
Mar 11, 2026 positive
SaaS products can embed AutoResearch loops as enterprise tier upsells
“So if you already have built a SaaS or workflow, embed an auto research style agent so your users can press optimize, just like a big, I envision like a big button that just says optimize, and the system runs a mini research loop for them. So for example, tune…”
May 11, 2026 neutral
Jun 11, 2026 bullish
Jun 25, 2026
Isenberg: As AI commoditizes product creation, demand generation becomes the bottleneck
“In an AI world, we all know building products are, you know, is really easy. Building demand is just getting more and more important. So when anyone can ship a landing page or an app, You know, or build a SaaS. The bottle, the bottleneck moves to the question …”
Jul 1, 2026 positive
Isenberg: Target AI agents at workflows with existing payroll or agency spend
“If people are already paying for the work, they're paying an employee, they're paying an agency, a receptionist, a coordinator, dispatcher, they, there's an opportunity to sell that service cheaper And then unload some of that work that that person is doing to…”
Jul 1, 2026 neutral
Jul 1, 2026 bullish
Jul 1, 2026 bullish
Jul 9, 2026 bullish
Shipper: Agent-native SaaS restores traditional software margins without token costs
“In this world, you're just a SaaS provider. You're just hosting software. So there's no token costs. And so your margins are back to being like regular, a regular software business instead of being an AI business, which I think is great.”
Jul 9, 2026 bullish
Dan Shipper: 'SaaS-pocalypse' is dumb; 99% will prefer maintained software
“I think the SaaS-pocalypse is so dumb because Hey, yeah, I'm like vibe coding this inbox app, but 99% of the world is going to want to use something that's maintained by someone else. Yes, you can one shot everything, but the I think the hard rare thing is mov…”
Aug 12, 2026 bearish