The risk to SaaS is that hyperscaler companies are coming for you. Print out of the list of services in AWS/Azure/GCP. 60% of them were standalone services or even companies. Now they are just white box services.
As growth slows or opportunities present, they’ll dip deeper down the stack to make money or shore up their other businesses.
As growth slows or opportunities present, they’ll dip deeper down the stack to make money or shore up their other businesses.