46 min
Docusign, Zoom, MongoDB, and the SaaS Circle of Life The Razor’s Edge
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- Investing
On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:
Taking the last three months and the next three months and extrapolating far into the future
Ignoring valuation until it's too late to ignore valuation
Searching for silver bullet explanations and one-size-fits-all theories
This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.
On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:
Taking the last three months and the next three months and extrapolating far into the future
Ignoring valuation until it's too late to ignore valuation
Searching for silver bullet explanations and one-size-fits-all theories
This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.
46 min