The End of Software, Again

On the weekend I ordered an Uber and realised that what used to be the standard ride is now more expensive than a cab, and the new standard ride is slower and smaller than a cab.

I then went home and tried to log into Netflix but couldn’t do so because my kids were watching it in another room, and my plan no longer supports multiple sign ins, even a... See more

In the early 2000s, we were among the early pioneers leading the industry into the SaaS revolution. Now, 20 years later, we intend to help lead the way out. The post–SaaS era is just around the corner.

But with SaaS + fintech, a vertical SaaS company can capture a customer’s traditional software spend as well as the spend on employee and financial services.

I believe Consumer Subscription Software (“CSS”) will quickly rival enterprise SaaS as the most exciting growth opportunity in software.