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Service

also referred to as: services

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 10, 2024 by Tom Rutledge · across every show →

Everything said about Service, oldest first

Apr 10, 2024 neutral
Insight
Rutledge: Service businesses lack SaaS scale and exits but offer strong margins
“It may not have the scalability or exit values of like SAS programs, which I know you have a background in and all that kind of stuff, but You can't argue with margin. It is definitely there.”
Tom Rutledge Apr 10, 2024 ▶ 10:25 Accounting Is Not a Numbers Game - Tom Rutledge on Why
May 30, 2025 positive
Prediction Not checkable as stated
Nanavati: Professional services will become highly deflationary and outcome-based
“I think services in general will become highly deflationary, net positive for the end user. Services will become really fast. Business models will be more outcome based business models.”
Arpan Nanavati May 30, 2025 ▶ 28:13 Why Founders Stopped Being the Human in the Loop
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