I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade.
thank you for this piece - i’ve been thinking a lot recently about the vulnerabilities of one of the VMS players you reference above and the market opportunity for a SMB focused competitor in the space and your writing has helped clarify that thesis
thank you for this piece - i’ve been thinking a lot recently about the vulnerabilities of one of the VMS players you reference above and the market opportunity for a SMB focused competitor in the space and your writing has helped clarify that thesis