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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

NOTE

Investing in SaaS: Focus on Horizontal Big Application Companies

Investing in SaaS right now is optimal when targeting horizontal big application companies like Salesforce, ServiceNow, Workday, and SAP to achieve significant outcomes. Disruption in three key areas is essential for real opportunities in SaaS, as incremental improvements are not sufficient. For instance, investing in mobile CRM companies without real differentiation from established players like Salesforce has not led to substantial success in the past eight years.

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