Docusign, Zoom, MongoDB, and the SaaS Circle of Life

The Razor’s Edge

On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:

• Taking the last three months and the next three months and extrapolating far into the future
• Ignoring valuation until it's too late to ignore valuation
• Searching for silver bullet explanations and one-size-fits-all theories

This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.