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Docusign, Zoom, MongoDB, and the SaaS Circle of Life

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Manage episode 351353063 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios 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.

On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:

  • Taking the last three months and the next three months and extrapolating far into the future
  • Ignoring valuation until it's too late to ignore valuation
  • Searching for silver bullet explanations and one-size-fits-all theories

This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 351353063 series 2964575
Content provided by Shortman Studios. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shortman Studios 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.

On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:

  • Taking the last three months and the next three months and extrapolating far into the future
  • Ignoring valuation until it's too late to ignore valuation
  • Searching for silver bullet explanations and one-size-fits-all theories

This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.

  continue reading

100 episodes

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