SaaS

“So if you have an actually transformative technology and you can swing it, you're better off buying your customers. Right. And then deploying your technology, but that credit that's predicated on actually having a better technology.”

“The reality is it's extremely capital intensive. It operates on a different set of both physical and legal laws than SAS. And that, that actually makes it, you know, significantly less efficient, I think in terms of, The health and functionality of a typical V…”

“When you build a computer use startup, I surmise that maybe five percent of your bandwidth is the actual, not, sorry, not computer use, phone agents. Five percent of your work is actually phone, like, phone code and phone whatnot, right? The rest is, like, the…”

“What we considered a SaaS company is now just going to be a feature for in the future.”

“Right now there are over 80 public SaaS companies that have more than five hundred million dollars of ARR.”

“In the same way, like you first kind of have to build a product that works for like the individual remote worker, then maybe the couple where it's a two body problem, then like, you know, the early family, then the scaled up family, then like the whole communi…”

“I do think as some customers crack these agentic products that look and Monetize more like labor. AI revenue could actually exceed the quality of SAS revenue just because you're getting so much more gross profit per customer or like customer relationship than …”

“The competitive intensity of SaaS during the twenty-tens was much, much, much lower than it is today. Like during the twenty-tens, there was an entire crop of companies in the 2000, but then especially in the twenty-tens, you could basically pick either a vert…”

“This one is interestingly enough, both a tech shift, a business model shift, because this is the first time you have marginal cost software that's not like COGS of the SaaS world, but true marginal cost. And three, the way you produce your artifact, your softw…”

“We're supposed to be going into the Timu SAS era, or Sheehan, fast fashion for SAS is what Sam Altman called it.”

“So the only way that reverses Scott is those companies have to accelerate their core revenues and show that they are beneficiaries of AI.”

“I think the real Sasspocalypse might not start until you have some of the labs public, and people can actually really rotate out of software fully and say, I don't want to own this thing that I don't fully understand how AI is going to impact it when I could o…”

“This is a disruptive innovation, this is not a sustaining innovation like mobile or cloud. The AI version of, you know, X, Y, or Z SaaS company will not be like the mobile version of that SaaS company.”

“I do think we're starting to see a bifurcation in the sloppable companies and the unsloppable companies. There should be some Divergence between companies that have figured out how to integrate with AI, how to retool their business model, or just show that the…”

“I do think we're starting to see a bifurcation in the sloppable companies and the unsloppable companies. There should be some divergence between companies that have figured out how to integrate with AI, how to retool their business model, or just show that the…”

“There's this whole idea that, like, you'll be able to build your own, like, CRM or your own ERP and vibe code it, and open source CRMs exist. There's one called Sweet CRM, there's Odo, there's ERP Next. Like, there are open source alternatives to Almost every …”

“Open source has always been this like pressure on SaaS, And it's always withstood that, and like, yeah, maybe, like, if you can just prompt it, and it feels like emailing your SaaS provider to reconfigure things, like, that is a real pressure, but I think it's…”

“Once you figure out how to do agents, then you can do them a little better than most other people, and then you can turn that into what would have been a SaaS business in the past, is now, you know, we'll create your own marketing team, and we'll, you know, do…”