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]

16 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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INSIGHT

SaaS Valuations Soar

  • Public SaaS company valuations have soared in 2020, outperforming broader markets significantly.
  • This is driven by multiple expansion, not increased forecasts, suggesting a shift in market perception.
INSIGHT

SaaS: A Unicorn Model

  • SaaS businesses offer a "unicorn" model, benefiting both vendors and customers.
  • Vendors enjoy software margins and compounding growth, while customers gain operational efficiency and focus.
INSIGHT

Digital as the New Battleground

  • The competitive landscape across industries has shifted to digital.
  • Companies now compete primarily on their digital offerings and customer experience.
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