Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
“The Build vs Buy Math Just Flipped For thirty years a software renewal was a simple question of renew or shop for a cheaper seat, because building the thing yourself was never realistic. That has changed. Gartner now puts roughly a fifth of enterprise SaaS spend, around”
Palihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
“@deedydas You’re mixing up equity value with enterprise value.”
Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
“In a world of agents + harness + application, bottoms up will turn out to be the worst strategic GTM decision of the past decade. Over the next few years, AI will stamp out clone after clone of various bottoms up tools, meanwhile this same tool sprawl will be viewed as part of”
Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
“Build-vs-Buy Math is Now Squarely in Build For the entirety of the SaaS wave, it was always cheaper and faster to buy software vs build what you needed. But the buying cycle continues to get more complicated. Gartner says the buying group for a complex enterprise software”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”
Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
“As I mentioned in mid May on @theallinpod, the bottom was in in SaaS. Stock is up 41% since… Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next phase https://t.co/EbEvLApG7q”