SaaS

“If you're a SaaS company and you have major brands finding and using you organically and paying for your product that's a sign of product market fit.”

“First is that SaaS businesses actually make up 31% of the top 100 YC companies. Transactional businesses make up 22% of the top 100 YC companies and marketplaces actually make up 14%. So just with these three business models, SaaS, transactional, and marketpla…”

“And I think people are going to look back on this term GPT, GPT wrapper, like similarly how we think of like, how we would look at the term database wrapper, which just seems like silly.”

“Often it's things like SOC two audit reports or single sign on or audit logs or compliance reports or, Data being kept in certain geographies, things like that that really individuals and small companies don't really care about, and enterprises find absolutely…”

“A lot of us in this room, you know, YC will actually fund a ton of SAS and we'll continue to do so.”

“Agents basically completely blows that up because all of a sudden you can have AI agents that effectively contain the labor of that job function in the software itself. So you can go to a company and you can say, I know you only have three lawyers, but my agen…”

“Today, the actual amount of money that we already know people and companies are willing to spend is the combined salaries of all the people they're currently paying to do the job. And that number is like a thousand X bigger. You pay 20 dollars a month to solve…”

“SaaS, I mean, it's the best business model and the best product delivery system of all time.”

“This is why I think a lot of the hype in that, AI killing SAS is way overblown because particularly for a lot of business workflows, like very high guarantees on performance are fundamental to it. You know, if you put a record into your CRM, that stuff better …”

“One is more and more of these SaaS workflows are going to get consumed by an agent, right? Like, so, like you know, unless your SaaS company pivots into like an agent first company you know, I think that's going to be hard to sort of survive.”

“The problem with SaaS is you onboard a new SaaS tool that creates a new silo of data that you can't really program. So now they're taking matters in their own hands and building things like, you know, quote configurators and being able to save the company hund…”