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15 results for “saas disruption”
Topic29 mentions across episodes
SaaS
Concept24 mentions across episodes
SaaS
...SaaS pocalypse. Some people call it the catastrophe. Obviously, what's happening in the public markets, and a lot of people have different perspectives of how significant it is, what it means. I want to hear from both of you how you interpret what's
3:00 / 4:07
from transcript3:00 – 4:07
...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
...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
...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
...or SaaS or as one of our reporters, Dominic Midori Davis wrote, the SaaSpocalypse, which I love that term. But basically, the idea here is is that AI is chipping away at the market share of these software as a service companies. And even today, AWS l
27:36 / 28:46
from transcript27:36 – 28:46
...SaaS? And that's what people are kinda wondering. Is SaaS dead is, like, kind of the the the mega theme of the moment right now. And how are AI agents changing all that? But you've got a long history, Jason Yeah. In the SaaS industry. In fact, you cr
27:01 / 28:03
from transcript27:01 – 28:03
...same time, SaaS, has continued to be negatively impacted by this concept that, software will be made bespoke in, tools and be wiped out. Figma down 13%, Salesforce 11, ServiceNow 11, Adobe 8%. And even before Tuesday's drop, and you can get into this
16:16 / 17:36
from transcript16:16 – 17:36
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 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
...from one SaaS provider to another going dramatically down. So systems integration. I don't think we're allowed to believe in luck at Andreessen. We have to see a 100% of the deals in our domain and that we win a 100% of the deals that we go after. Th
0:00 / 1:03
from transcript0:00 – 1:03
...apps or is you know, they're gone the first week. That still seems to be a layup. Like, we want you to cut the number of apps. You have it's we have app bloat. And worse, half of our incremental budget's going to price increases. Salesforce raised pr
27:46 / 28:50
from transcript27:46 – 28:50
...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, if you're
19:30 / 20:44
from transcript19:30 – 20:44
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