The Bull Case and the Bear Case for SaaS

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

In 2022, digital ads are not what they used to be cost or increasing attribution is less effective and targeting is failing. So marketers need to diversify their media mix. What is OOH? You're asking that's out of full advertising. It includes billboards, but it also includes other things that you may have seen,. Bench ads, these kinds of ads offer great reach, higher brand recall, and the lowest CPMs of any traditional ad type. If you plan to send more than 10,000 a month, email VIP at edquick.com for a VIP consultation.

Jason and Molly chat with Jason Lemkin of SaaStr (01:44). They discuss: advice for new VCs (16:14), the future of SaaS investing (27:37), playing offense as investors (35:50), secondaries and more.

(00:00) Jason and Molly tee up today’s interview show
(01:44) Jason and Molly speak with Jason Lemkin of SaaStr
(14:59) Notion - Get started for free at https://notion.com/thisweekinstartups
(16:14) Jason Lemkin’s advice for new fund managers
(26:16) Microacquire - Sell your business with no fees at https://try.microacquire.com/twist
(27:37) Will SaaS investments continue to be good?
(32:44) What makes Notion so good?
(34:44) AdQuick - Visit https://adquick.com/twist and mention TWIST to get $1000 off your first campaign.
(35:50) What does it mean to play offense? Why should you be playing offense now if you have the runway?
(39:35) Jason Lemkin’s predictions for the next year & advice for capital allocators/investors
(52:25) Are founder secondary sales a red flag?
(1:01:20) Strategies for investors in a down market

FOLLOW Jason Lemkin: https://twitter.com/jasonlk
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood