Huge day in enterprise SaaS, and it's not even 11:00. Truth is every 100m+ revenue SaaS company is likely undervalued.
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Replying to @benthompson1 reply 0 retweets 0 likes
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Replying to @blakehill
@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...2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent And Amazon is in a similar rev vs profit boat as the enterprise companies dhh was ranting about.1 reply 0 retweets 0 likes -
Replying to @blakehill
@blakehill I think Amazon chooses to not make significant profit. They're busy building the best moats in the industry2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent Kinda my point. Salesforce et al may be acting similarly.1 reply 0 retweets 0 likes -
Replying to @blakehill
@blakehill ah, I see. Maybe, but I think Amazon's moats are more on the retail/transaction side. Not clear SaaS is very defensible.1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent Good point. That’s probably a big part of dhh’s reasoning.1 reply 0 retweets 0 likes
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