
The Low Viral Coefficient of SaaS, And Why That’s Just Fine
We’ve talked a lot on SaaStr about how to get from $1m to $10m, $2m to $5m, $10m to $30m, etc. etc. One area we haven’t talked as much about is getting from say $100k in ARR to Initial Traction, or $1-$2m in ARR. A bit, but not as much. The reason is while I […]
SaaStr on NBC’s Press:Here on Box, DropBox, WhatsApp — And the Lack of Fear
NBC was kind enough to have us back on Press:Here (right after Meet-the-Press) to discuss DropBox’s almost-$1-billion in debt and equity raised this year, Box’s IPO, and beyond that, just what’s Going On in the Enterprise these days. My overall answer: there’s current a Lack of Fear, notwithstanding the (relatively modest) market correction in ’14. […]
The Simple Reason Why There Will be 10-20 Great CRM IPOs in the Next Few Years
I wrote a while back about Room at The Bottom, and how once a space gets big enough (~$100m) or so … the biggest guys end up abandoning many of the smallest customers and segments in their space. Which once a space is at, say $100m in market size, can open up a $10m hole […]

The cool kids grow up: Box.com and the SharePoint Shift
Levie is still funny and outrageous, and Box is still young and hip, but the company’s focus is clearly on making sure that growth and new markets are characterized by an astute reading of market forces, and not just on being cool and hip.

Chatterbox takes new angle on file sharing
Rather than centering collaboration around documents, Salesforce.com’s new file syncing add-on to Chatter centers file sharing around signals

Building a platform for files in the cloud
Microsoft, Google, Box, Huddle, Dropbox … who will dominate the enterprise market for cloud-based file storage and collaboration?

Huddle Sync takes collaboration off the enterprise leash
The trouble with enterprise collaboration is that it’s always been tied to enterprise servers. Having to constantly check documents in and out before you can work with them takes all the momentum out of teamwork and has always made collaborative processes a chore. But not any more. UK-based cloud vendor Huddle today claims to have […]

Consumer IT Resets the Baseline for Corporate IT
In moving to a BigCo job you quickly notice how different life behind the firewall is when it comes to IT. You’re often more limited than empowered. The advances in consumer IT (things like Facebook and GMail) often have created better IT than corporations provide their employees. For well over a decade, corporate IT has […]

Quality is Part of the UX Too
Just had a back and forth with @dahowlett on Twitter about Dropbox’s recent breach of security. For about 4 hours passwords didn’t matter to Dropbox–you could type in whatever you wanted and access anyone’s data. Dennis went on a pretty good rampage about it, and I have a hard time blaming him. Yes, accidents happen, […]