Huge day in enterprise SaaS, and it's not even 11:00. Truth is every 100m+ revenue SaaS company is likely undervalued.
@blakehill huh. Interesting. I'll have to look more deeply before I spout off any more. I still think 0-100m is hard, 100m-1b is easy...
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@monkbent And Amazon is in a similar rev vs profit boat as the enterprise companies dhh was ranting about. -
@blakehill I think Amazon chooses to not make significant profit. They're busy building the best moats in the industry -
@monkbent Kinda my point. Salesforce et al may be acting similarly. -
@blakehill ah, I see. Maybe, but I think Amazon's moats are more on the retail/transaction side. Not clear SaaS is very defensible. -
@monkbent Good point. That’s probably a big part of dhh’s reasoning. - End of conversation
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@monkbent A thought I just had related to SaaS rev vs profit conversation: Amazon is basically a SaaS co., even it’s retail operations.Thanks. Twitter will use this to make your timeline better. UndoUndo
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