Buck on Software
SaaS research by a pro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 5 years ago | Last Issue | 2 years ago |
| Active | |||||
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buckonsoftware.substack.comLatest Issues
Winds of Change
The software sector is in an interesting place right now with a lot of cross-currents. Growth has slowed and there is little estimate or narrative momentum. This is largely due to budgets being tight, a lack of headcount growth in most cust...
The Software Slog
As a newly minted high school grad I had a brief stint as a wildland firefighter. Part of training for the job was a timed 10-mile walk with a 60-pound pack. It was on a high school track in early June in Montana. And it was a slog.
Runni...
Don't be foie gras
If 2016-2020 was the golden unicorn age of SaaS, 2021 nearly hurtled us into the foie gras* era. I say “nearly” because the current market correction may head off the trend of overstuffing private software companies with capital in the hope...
Vertical Aggregation
I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade. This view is focused on enterprise software. I am more bullish on SMB SaaS, primarily on vertical-specific players which I will discuss belo...
Category velocity
People make decisions, not businesses. And, the same people who stand in-line for limited edition sneakers, use GoodRX coupons for their prescriptions, buy travel protection on their United flight, and Prime a couple hundred different items...
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