[ENG] #229 - Hillel Zidel (Kennet Partners) - SaaS: A comprehensive look with a veteran investor

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19d ago 35:14

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I've been discussing SaaS on the podcast for years. In his renowned article "Why software is eating the world", Marc Andreessen explained that software would take over large portions of the economy, driven by the proliferation and success of the SaaS model. This model has shifted us from physical and localised systems to global, scalable, and efficient software solutions. Thirteen years after these insights, what do we think about SaaS?

It's a topic I've been eager to explore with an expert. Hillel, who has years of experience investing in B2B SaaS, joined me for this discussion.

We covered many topics, including the evolution of pricing models, the value proposition, the transformation of incumbents, the shift to cloud-based services, and more recently, topics related to AI.

This was an opportunity for me to introduce you to Kennet, whom I know well. We discussed the funds, the thesis, and certain investments, such as Eloomi, which have exited. This investment allows us to talk about KPIs and the role of sustainable growth in investment decisions.

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