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5min chapter
a16z Infra #6: The Cost of Cloud vs. Repatriation
a16z Live
The Impact of Market Cap on Sass Companies
In the last five to six years, we've seen a lot of ipo in the interstructure sector. And whe do the economics of sass companies? I'm not talking enterprise, ike thistand i used to run a 600 million dollars a year enterprise to eight a center business like id totally get the enterprise. Their sass companies, thetare, i poing if you look at their actual cots, 50 to 80 % is cloud,. which is just unbelievable.
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