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18 results for “saas commoditization”
Topic29 mentions across episodes
SaaS
Concept24 mentions across episodes
SaaS
“Has coding become so commoditized that anyone can copy funded startups?”
...SaaS world is things like coding have been effectively commoditized and become at a pace where you can actually vibe code something over a course of two to four weeks and actually build something that
16:55 / 17:33
market insight16:55 – 17:33
...SaaS evolves to is that SaaS basically takes over the services economy. And if you look at the market cap and the revenue and profit generated by services businesses,
31:30 / 32:31
from transcript31:30 – 32:31
...SaaS pocalypse. Some people call it the catastrophe. Why is there too much fear about this? As I've said, not every SaaS company is going to thrive through the next decade. We're not here to defend all of software, obviously. Per seat pricing built s
0:01 / 1:02
from transcript0:01 – 1:02
...SaaS businesses pretty pretty tricky to run. So if humans are contracting in white collar roles and agents don't need that SaaS access because they are effectively the SaaS function, then how can these SaaS businesses survive at the margins that they
19:29 / 20:32
from transcript19:29 – 20:32
...commoditization in the sense of price erosion, which is often implied. It's often used as a derogatory term. But sure, you can think of, perhaps foundation models as commodities in the way that hyperscalers
5:59 / 7:00
from transcript5:59 – 7:00
...compression that's occurred? Simplify and break into sort of a spectrum of SaaS companies. I don't think SaaS companies are all the same. I think on one hand, you have what is closer to what we call CRUD applications.
41:15 / 42:18
from transcript41:15 – 42:18
...SaaS product that charges a lot of money and people only use a handful of your features, then you are, I think, at target to be ripped out with something that's more bespoke, right? Because the ROI just isn't there. I also think that you have to be r
20:09 / 21:21
from transcript20:09 – 21:21
SaaS is terrible and it's dead and, you know, it's all gonna go away. And then, you know, with, Andre's Dwarkesh interview he just did, it's, you know, like the market's reacting positively to it. And it's like a whipsaw reaction. So what do you thin
14:15 / 15:18
from transcript14:15 – 15:18
...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
4:23 / 5:44
from transcript4:23 – 5:44
...we got to SaaS, like, per seat per month, like, when you're giving away, in many cases, it's like the additional cost of provisioning a seat digitally is, like, close to zero, not for everything, but for some things. Like, it just feels fair. It's li
8:09 / 9:21
from transcript8:09 – 9:21
...tooling. On the very bottom of that or the very left of that spectrum, the simple apps, today companies, they're they're saying, I don't wanna have to sit in three months of procurement, have to take this to my boss, have to get approval for a $50,00
41:59 / 43:01
from transcript41:59 – 43:01
...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
7:27 / 8:32
from transcript7:27 – 8:32
...real threat to SaaS comes. So we had Anish from Andreessen on the show, one of their GPs, and he said agents in particular would dramatically reduce the friction of switching. Yes. Is that the method of which you're talking about which will allow for
5:11 / 6:19
from transcript5:11 – 6:19
...of these SaaS companies, and they ain't going away. They were client server, for god's sake. In fact, SAP was mainframe once. They're not going away because accounting systems don't get thrown away because some dude vibe coded it. On the other hand,
20:12 / 21:17
from transcript20:12 – 21:17
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,
12:36 / 13:51
from transcript12:36 – 13:51
...of SaaS companies or if we're just making a big deal about nothing, and they're all gonna be fine. I mean, beginning of the end of of, like, how we currently view them maybe, But otherwise, I guess I lean more towards the latter. Like, I think there
28:30 / 29:33
from transcript28:30 – 29:33
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