Huge day in enterprise SaaS, and it's not even 11:00. Truth is every 100m+ revenue SaaS company is likely undervalued.
@blakehill ah, I see. Maybe, but I think Amazon's moats are more on the retail/transaction side. Not clear SaaS is very defensible.
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@monkbent Good point. That’s probably a big part of dhh’s reasoning. - End of conversation
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