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I struggle to connect this to market facts. What big consumer SaaS tools exist? You could argue that Spotify and Netflix count. I disagree, but fine. You have n

I struggle to connect this to market facts. What big consumer SaaS tools exist? You could argue that Spotify and Netflix count. I disagree, but fine. You have networks like Tinder. You have a few tools companies like Carbonite, Dropbox, 1Password. These are niche. In the enterprise... Slack, Twilio, Stripe, Okta, Qualtrics, Datadog, Zoom, I feel like I could name 10 more easily. Enterprise is where SaaS companies get paid. Slack makes like half their revenue from 500 companies.

scarface74 7y ago
Slack is also not making a profit and is still losing out to Microsoft in the enterprise. I can’t speak to the rest of them.
notyourday 7y ago
> You have a few tools companies like Carbonite, Dropbox, 1Password. These are niche. SmugMug. Carbonite. Mailchimp. Backblaze. It is quite literally, pick a niche and there's a company making money servicing that niche. Is it a billion dollar company? Nope. Will it ever be if it sticks to doing whatever the product that it had? Who knows. But are they going to lose money on "enterprise" while cannibalizing its B2C business? Pretty much guaranteed. Remember Borland? The one that created a market for $100 compilers it sold millions copies? It decided to replace those millions of customers paying $100 with a hundred customers paying a million? That was a total reversal of fortunes. > Enterprise is where SaaS companies get paid. Slack makes like half their revenue from 500 companies. And it still cannot make money.