E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
All-In with Chamath, Jason, Sacks & Friedberg
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The Long Tail of Excel: From Spreadsheet to SaaS
Excel is seen as the long tail of use cases that haven't transitioned to dedicated SaaS apps yet. SaaS founders look for complex Excel spreadsheets used across different businesses to turn into SaaS apps. A similar pattern was followed by Craigslist, where various categories became separate startups like Airbnb and Uber.
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