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SaaS book will falter as FAANG make SaaS business models a feature Can you expand on this? It seems as if even DTC businesses are being consolidated as well
by moneywoes 5y ago
SaaS book will falter as FAANG make SaaS business models a feature
Can you expand on this? It seems as if even DTC businesses are being consolidated as well
- 5F7bGnd6fWJ66xN 5y agoAdam Selipsky of AWS has clearly said he will move more into applications. We will hear more in ReInvent shortly. Most SaaS runs on Cloud. Once the SaaS valuations in market reaches more normal levels, FAANGs will swoop in to buy. Core IaaS/PaaS is a commodity.