Docusign, Zoom, MongoDB, and the SaaS Circle of Life
Update: 2022-12-13
Description
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.
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