Invest Like the Best with Patrick O'Shaughnessy Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
30 snips
Jul 21, 2020 
The guest, Eric Vishria, is a general partner at Benchmark Capital with a rich background as an operator and CEO. He dives into the evolving landscape of SaaS, highlighting the impressive growth of software companies, particularly post-COVID. Eric discusses how digital solutions are reshaping business strategies and the importance of innovation for traditional firms. He also emphasizes the significant opportunities within niche software markets and the impact of mentorship and kindness in fostering successful business relationships.
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Gen 1 SaaS: Delivery and Economics
- Gen 1 SaaS capitalized on better delivery (vendor-hosted) and economic models (recurring revenue).
- Founders of Gen 1 companies often came from legacy software, adapting to these new models.
Gen 2 SaaS: Adoption Model Revolution
- Gen 2 SaaS improved the adoption model, enabling micro-adoptions within organizations.
- This shifted from large enterprise sales to low-cost, marketing-led growth, expanding the market to SMBs.
Cambrian Explosion of SaaS
- The lower cost of starting SaaS businesses has led to a "Cambrian explosion" of software solutions.
- This allows for SaaSification of various small functions within organizations, expanding the market significantly.
