SaaS companies
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 21, 2024 by John Rush · across every show →
Everything said about SaaS companies, oldest first
Oct 21, 2024 bullish
Dec 4, 2024 negative
Chou: SaaS ads should never link directly to homepages
“One mistake I think a lot of SaaS companies face is they would run paid ads directly into their homepage. You need a dedicated landing page because ranking on Google is different than like a super CRO The page, you know, you got to have something hella convert…”
Mar 4, 2026 bearish
Isenberg: Public SaaS is down 30-50% over per-seat pricing and AI fears
“And this is one of the reasons why a lot of SaaS companies in the public markets are down Like, 3040, 50% from all-time highs is they're scared that not only are people going to be able to vibe code or, you know, use AI to Create competitors to that, to whatev…”