enablement incumbents innovation SaaS 
Tomasz Tunguz
MARCH 1, 2021
The idea is that in the future SaaS applications would be built on a single database, instead of each SaaS application writing to its own proprietary database. I thought it would be cloud-prem and customers driving SaaS products to use a single database. Let’s talk about the innovation and then the implications.
Andreessen Horowitz
DECEMBER 13, 2023
Of course, this vision came to reality through the games industry (which is often the tip of the spear for technological innovations). Cloud native engines maximize customization Today’s engines are monolithic desktop applications originally designed before modern cloud architecture and the SaaS age.
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TechCrunch
APRIL 20, 2021
“Challenger” startups in banking and insurance have upended their industries, and picked up significant business, by building more customer-friendly tools and services — more personalized, easier to access and usually competitively priced — than those typically provided by their bigger, incumbent rivals.
Tomasz Tunguz
NOVEMBER 6, 2016
About $1B has been invested in early stage SaaS startups as of November 1. If we compare these trends to the total aggregate market capitalization of public SaaS companies by buyer, we observe a few interesting patterns. This operations category hints at the rising importance in the fundraising market of vertical SaaS companies.
Andreessen Horowitz
OCTOBER 12, 2023
As Paul Uhrig, Chief Legal and Digital Health Officer of Bassett Healthcare Network and Executive Director of Bassett Innovation Center told us, “if we can get the ultimate user excited and to be champions about this, that I found to be very much the winning strategy.”
Andreessen Horowitz
MARCH 22, 2024
That said, we’ve outlined how we’re thinking about pricing and packaging in a part of the market that’s debating how to monetize their new genAI feature— B2B SaaS and prosumer companies —and how we’re seeing other companies approach the same question so you can better understand where your strategy fits in today.
Tomasz Tunguz
DECEMBER 18, 2019
The direct listing enables them to go public without raising capital. With SaaS penetration roughly 20-30% by our estimates, there's several hundred billion in market cap to be created in the next few years. And incumbents desire as much of that as possible for themselves. The M&A market continues to surge.
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