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18 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
...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 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 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. If you go to any SaaS company in the world, go to their landing page, it probably looks like this. This is a company called Zendesk. It's now a private company. It was taken private by Premier and Hellman and Friedman a few years ago. And this
8:12 / 9:21
from transcript8:12 – 9:21
...business model. SaaS is amazing. But in AI, it's like, okay. Is is the next major capability jump from the labs going to screw me and reset the leaderboard? Like, that is an important question to ask yourself. And then also Yeah. Like surface area qu
36:44 / 37:53
from transcript36:44 – 37:53
...of SaaS in my oversimplistic view of the world. And then there is this, like, uh-oh. Like, it's no like, the IP is worthless because everybody's gonna vibe code their own thing. And I think on maybe for certain subcategories, if it's a very simple ta
11:58 / 13:07
from transcript11:58 – 13:07
“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
and get all the perks and have work life balance. That's a joke. Startups are war. You know? That's why at Salesforce, I gave new managers and hires two books, Sun Tzu, the art of war and drive. And you could talk about work life balance, but we know
16:30 / 17:37
from transcript16:30 – 17:37
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
“Custom SaaS tools are killing traditional software subscriptions”
...SaaS just actually do completely break down and everyone is building something specifically for them personally? Because even using Notion, I've built my own Notion dashboard for the marketing work I'
35:36 / 36:12
prediction35:36 – 36:12
...leaders we look up to the most are playing games around this, around buying, around what I'm buying, around leaving, around data that years ago, they didn't play. They didn't play. Slack and Zoom never raised prices for years. Slack was disruptive in
4:31 / 5:32
from transcript4:31 – 5:32
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