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5 results for “saas commoditization” by Anish Acharya
SaaS
SaaS
...SaaS spend today, if you look at IT spend overall, it's eight to 12% of enterprise spend. Okay? So even if you vibe coded your ERP and your payroll with all of the kind of risks and dangers that that entails, you're gonna save eight to 12%. You have
...SaaS companies that's going on in in kind of the public markets today. And, you know, when we look at it, essentially, investors are no longer confident that traditional enterprise revenue is sticky or durable. Are they right to question whether trad
the desire and demand for software both to make it and to consume it is dramatically more than the supply that we have today. And I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect, codecs as an app,
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