Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]

19 insights saved from this episode by @blas

@blas· tennis
When software talks to software, APIs replace the human-facing graphical interface.
@blas· tennis
Stripe Radar shows the promise of cross-customer SaaS intelligence: one customer’s fraud signals help protect others.
@blas· tennis
SaaS gains marketplace defensibility, marketplaces gain SaaS traits, and the combination can create winner-take-most moats.
@blas· tennis
Gen 1 SaaS charges by seats. Twilio and Stripe charge by transaction volume.
@blas· tennis
Software can Moneyball judgment-heavy business functions by turning qualitative decisions into measurable, data-driven processes.
@blas· tennis
Cheaper software creation and micro-adoption triggered a Cambrian explosion of SaaS targeting nearly every repeated function inside organizations.
@blas· tennis
The next software shift is profound: businesses are becoming encoded in software, not merely using it.
@blas· tennis
SaaS pricing is shifting from charging for users to charging for software-mediated transactions.
@blas· tennis
API-driven automation can turn a multi-week, labor-intensive loan process into a fast, real-time operation.
@blas· tennis
Software’s competitive shift is moving from graphical interfaces for people toward APIs built for systems to interact.
@blas· tennis
Stripe’s interface became a building block that lets developers add global payment acceptance directly to their applications.
@blas· tennis
An API can be a product’s primary consumption vehicle without replacing its graphical interface. Stripe illustrates the hybrid model.
@blas· tennis
Shared SaaS data can become a network effect when customers see anonymized peer benchmarks and make better operating choices.
@blas· tennis
Every SaaS and marketplace entrepreneur should study the other model for design ideas that improve their own business.
@blas· tennis
Product development is becoming measurable as usage data reveals what drives retention and churn, beyond surveys and focus groups.
@blas· tennis
Business workflows are moving from human mediation to software that gathers data, analyzes it, and returns decisions instantly.
@blas· tennis
Self-serve software replaces expensive sales-led distribution with lower-cost marketing-led acquisition, making smaller businesses economically reachable.
@blas· tennis
APIs are Lego-like building blocks developers combine to encode business processes and assemble applications.
@blas· tennis
APIs are a competitive frontier because software products must exchange data, call functions, and integrate across software ecosystems.

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