B to B SaaS
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 30, 2024 by John Coogan · across every show →
Everything said about B to B SaaS, oldest first
Nov 30, 2024 positive
Coogan: B2B SaaS base hits reliably return venture funds over social media
“You couldn't just build a whole fund around social media investing, because if you missed Facebook, you were done, but you could build a fund around B to B SaaS, like base hits that were essentially Decacorns. And if you can build a business to ten billion dol…”
Mar 28, 2025 bullish
Akhund: US banking is surprisingly uncompetitive compared to B2B SaaS
“I think actually this is surprisingly uncompetitive space for how big the opportunity is. Like banking in the US makes two trillion dollars. Like this is an insanely huge market. And I don't think it's like as competitive as like fricking B to B SaaS, right? L…”