Who captures the most value after the SaaS-acre? Enterprises or Startups?
Equity - Un pódcast de TechCrunch, Mary Ann Azevedo, Kell, Theresa Loconsolo, Rebecca Bellan, Rebecca Szkutak
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Today, we’re talking about software - modern software, the stuff hosted on the cloud and the startups busy building it - with Bessemer Venture Partners' Janelle Teng. Alex and Janelle are riffing on the state of the cloud (which is also the title of Bessemer's latest data dump concerning cloud stocks), why investors are swinging back towards growth from profitability, and where VCs see AI and SaaS heading.
