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Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2
Manage episode 237745277 series 2491440
Content provided by Joseph Sancio and Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Sancio and Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy.
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Manage episode 237745277 series 2491440
Content provided by Joseph Sancio and Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Sancio and Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy.
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