Buck on Software

March 2023

The Software Slog

As a newly minted high school grad I had a brief stint as a wildland firefighter.

Mar 20, 2023 • 

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January 2022

Don't be foie gras

If 2016-2020 was the golden unicorn age of SaaS, 2021 nearly hurtled us into the foie gras* era.

Jan 9, 2022 • 

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October 2021

Vertical Aggregation

I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade.

Oct 12, 2021 • 

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June 2021

Category velocity

People make decisions, not businesses.

Jun 15, 2021 • 

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May 2021

The Wrong Bet

The next decade in SaaS won't look like the last

May 10, 2021 • 

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April 2021

23 things you should know

1: Management’s true confidence is reflected in how fast they are hiring

Apr 29, 2021 • 

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Model transitions: A framework for value creation

And a quick and dirty look at SPLK, NTNX, and GWRE

Apr 11, 2021 • 

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Thinking incrementally about SaaS

An overview of the key output of the growth software machine

Apr 3, 2021 • 

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March 2021

Crypto and Chasing the Dragon

Marc and Ben’s midlife crisis and the Crypto Crusades

Mar 14, 2021 • 

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Explaining the growth software sell-off

The terminal value double whammy of rising interest rates

Mar 7, 2021 • 

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Thoughts on SaaS and other things

Welcome to Buck on Software!

Mar 7, 2021 • 

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