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Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
Invest Like the Best with Patrick O'Shaughnessy
Is It a Wild Ride?
It's amazing to look at the chart. There's this famous chart circling around now about commerce penetration in the u s and precovet, i think it was fifteen per cent or something like that. An its jump a decade's worth in three months. But even after this crazy inflection point, it's still not a third penetrated. Maybe the is as simple as, oh my god. Not only are these good businesses and thei're good products, so they're the wind wind that you mentione but actually they're market shaire,. A sort of market shaire is still really, really low, and it's a superior solution....
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