Archive - Buck on Software

The Software Slog

As a newly minted high school grad I had a brief stint as a wildland firefighter. Part of training for the job was a timed 10-mile walk with a 60-pound…

Mar 20, 2023 •

Buck on Software

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. I say “nearly” because the current market correction…

Jan 9, 2022 •

Buck on Software

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. This view is focused on enterprise software. I am…

Oct 12, 2021 •

Buck on Software

June 2021

Category velocity

People make decisions, not businesses. And, the same people who stand in-line for limited edition sneakers, use GoodRX coupons for their prescriptions…

Jun 15, 2021 •

Buck on Software

May 2021

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

May 10, 2021 •

Buck on Software

April 2021

23 things you should know

1: Management’s true confidence is reflected in how fast they are hiring 2: Sales heads added this year are next years incremental revenue 3…

Apr 29, 2021 •

Buck on Software

Model transitions: A framework for value creation

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

Apr 11, 2021 •

Buck on Software

Thinking incrementally about SaaS

An overview of the key output of the growth software machine

Apr 3, 2021 •

Buck on Software

March 2021

Crypto and Chasing the Dragon

Marc and Ben’s midlife crisis and the Crypto Crusades

Mar 14, 2021 •

Buck on Software

Explaining the growth software sell-off

The terminal value double whammy of rising interest rates

Mar 7, 2021 •

Buck on Software

Thoughts on SaaS and other things

Welcome to Buck on Software! I’ll post ~weekly commentary and the occasional deep dive on a company I am interested in. Bio: Longtime software industry…

Mar 7, 2021 •

Buck on Software

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