Buck on Software
Buck on SoftwareSaaS research by a pro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | buckonsoftware.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
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...
Authors
The writers behind this newsletter.
Software industry research and observations
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