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17 results for “saas commoditization”
Topic29 mentions across episodes
SaaS
Concept24 mentions across episodes
SaaS
...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
...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
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 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 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
...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
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
...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
...SaaS used to be such a easily modeled and predictable category. And, you know, I saw as a VC, we saw the same story play out across many, many different categories of software. You'd have this initial period where there'd be this experimentation phas
11:44 / 13:02
from transcript11:44 – 13:02
...SaaS model where you only get 50 k and you're actually saving them 10,000,000?
20:08 / 21:18
from transcript20:08 – 21:18
...for SaaS companies is whether they're gonna be open data or closed data. I think Bill Gurley has sort of coined this this term, so it's not open source or closed sources anymore. It's open data or closed data. You can see why they'd wanna be closed d
24:33 / 25:47
from transcript24:33 – 25:47
“The death of proprietary data moats is coming next”
I was a 100% convicted about this already when I saw this one or two years ago. So I've been that's been very clear to me. If the cost of software creation is going down, how do we determine which bus
4:58 / 5:36
prediction4:58 – 5:36
...SaaS companies that I think of, great great oversimplification here, but category one is you have seats. The seats are being used to produce some element of work. But now, uh-oh, like, you don't need the seats anymore to produce the element of work.
8:57 / 10:01
from transcript8:57 – 10:01
...at public market SaaS companies, 75% have raised prices since ChatChiBT was released. 75%. And they've raised prices meaningfully. The mean is eight to 12%, but there's a large group that have raised it 25% or more. Is that not because they have to b
8:52 / 10:07
from transcript8:52 – 10:07
“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
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