> Investors seem to not like that idea Because too many businesses fail for the model to work without multi-billion-dollar home runs, I think? > but customers

> Investors seem to not like that idea Because too many businesses fail for the model to work without multi-billion-dollar home runs, I think? > but customers would love that idea Sounds like an opportunity. :) There are many domains where small-ish scale SaaS is extremely profitable. The typical HN reader is usually not the target market, so we don't hear about them. The real problem is when VCs think there's a billion-dollar business in your market, but there's not. And you have to spend millions in VC money just to compete with "we'll-make-it-up-on-volume" free services, and poof goes your nice margin. There were app-based delivery services long before DoorDash, GrubHub, etc. -- where are they now?