SaaS is Dead. There is Too Much SaaS.

The two most common proclamations about SaaS these days. But where is the truth?
In this episode we analyse the State of SaaS in 2024. We discover new truths and uncover fundamental truths.

From where is the money in SaaS to where is the market. From the challenges first time founders face to the mistakes second time founders make. We cover the heavy cost of not understanding brand marketing, why PMF is not a science, IPOs in India, The India SaaS Advantage, Pricing Innovation and so much more.

Tune in for insights to power your SaaS strategy in 2024 and beyond.

Timestamps:
0:00 - Introduction
1:06 - Where is SaaS in 2024
2:08 - Delivering Value is the Most Important Thing
3:57 - AI is a Tool not a Magic Wand
5:04 - SpotDraft's Super Growth
5:36 - Is There Too Much SaaS?
9:49 - Where is the Money?
12:22 - Metrics, Metrics But No Vanity Metrics
14:50 - Is There an India advantage for SaaS IPOs?
17:18 - Pallav's lessons from Investing in 50+ SaaS companies
23:30 - What First: Feature Parity or Pricing?
25:24 - Where Are Category Creators SaaS Startups in India?
28:02 - Has AI Changed Buyer Expectations
30:24 - The Next SaaS Unicorns From India
32:35 - Exploring Exit Options for Indian SaaS Unicorns
35:01 - So Much to Learn From SaaS Startup Community
37:19 - Why Do Second Time Founders Fail
40:39 - PMF is Not a Science
44:14 - SaaS is Dead?
48:55 - Digital Marketing or Billboards?
51:02 - The Cost of Not Understanding Brand Marketing
54:44 - Is Europe a Good Market for SaaS Startups?
59:36 - How to Expand Globally
1:01:30 - To Be a US HQ or India HQ Company?
1:05:01 - Pallav on Fusion Charts and Presentations dot ai
1:09:00 - Discussion on replacing established SaaS products
1:15:11 - Success in SaaS: Product vs Distribution
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Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys.

Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.

We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.
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