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← Unprofitable SaaS companies will likely face more pain

17 connected korrents · 15 moments from 1 Jun 2022 to 1 Sept 2026. Nearly all of them are about SaaS.

Everything filed under startups startups Everything filed under investing investing Everything filed under product management product management Everything filed under venture capital venture capital Everything filed under vibe coding vibe coding Everything filed under infrastructure infrastructure Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Unprofitable SaaS companies will likely face more pain Unprofitable SaaS companies will likelyface more pain Last stated 3 years ago 19 Jul 2023 DH David Heinemeier Hansson — holds since 2023-07-19 — tap for who they are Same subject: Hiring is a cost for SaaS startups — tap to centre the map on it Hiring is a cost for SaaS startups Last stated 4 years ago 3 Mar 2023 DH David Heinemeier Hansson — holds since 2023-03-03 — tap for who they are Same subject: Productivity is key to survival for SaaS startups — tap to centre the map on it Productivity is key to survival forSaaS startups Last stated 4 years ago 3 Mar 2023 DH David Heinemeier Hansson — holds since 2023-03-03 — tap for who they are Same subject: Agents will increase the number of users of SaaS rather than get rid of it — tap to centre the map on it Agents will increase the number ofusers of SaaS rather than get rid ofit Last stated 3 years ago 1 Feb 2024 DH David Heinemeier Hansson — holds since 2024-02-01 — tap for who they are Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number ofusers of SaaS rather than get rid ofit. Last stated 4 months ago 24 May 2026 DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it AI companies are disrupting entireindustries, causing a partialcollapse of the traditional SaaSbusiness model. Last stated a month ago 1 Sept 2026 PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it AI-assisted ('vibe') coding has madeit so easy to build competing SaaSapps that a plain, unremarkable SaaSproduct can no longer easily attractsignups. Last stated a month ago 1 Sept 2026 PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: Cloud has its place, but most SaaS businesses should own their infrastructure — tap to centre the map on it Cloud has its place, but most SaaSbusinesses should own theirinfrastructure Last stated 4 years ago 22 Feb 2023 DH David Heinemeier Hansson — holds since 2023-02-22 — tap for who they are Same subject: It's surprising there isn't more pressure yet to cut costs on per-seat SaaS — tap to centre the map on it It's surprising there isn't morepressure yet to cut costs onper-seat SaaS Last stated 3 years ago 11 May 2023 DH David Heinemeier Hansson — holds since 2023-05-11 — tap for who they are Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enougheventually has no need forinvestors. Last stated a month ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 4 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action,not a problem, and a roadmap linewritten that way will not work. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company should hire a product manager only against a specific need, never by default. — tap to centre the map on it A company should hire a productmanager only against a specificneed, never by default. Last stated 2 months ago 2 Aug 2026 TV Tom Verrilli — holds since 2026-08-02 — tap for who they are Same subject: A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. — tap to centre the map on it A company that looks to its users asthough it has stopped shipping isusually widening its market, andgrinding through that is worth it. Last stated 2 years ago 23 Mar 2025 RV Rahul Vohra — holds since 2025-03-23 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 10 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis ismeasurable and therefore visiblewell in advance; the diagnostic ismechanical rather than a matter ofjudgement. Last stated a month ago 21 Aug 2026 RD Ray Dalio — holds since 2026-08-21 — tap for who they are
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At the centre Unprofitable SaaS companies will likely face more pain Last stated 19 Jul 2023 · 3 years ago Holds David Heinemeier Hansson Read this korrent →