30.10 / SaaS MOAT & more
SaaS MOAT
I came across an old post from David Sacks on SaaS business and particularly within SaaS - the one who defines the category is the winner. SaaS is a lot about subscriptions and sales. It’s far easier to sell as a category leader than as a laggard for a comparatively similar product. Below a small snippet from
It’s not just VCs who want to back the category leader — it’s customers too. The reason is a variation on the old saying that “nobody ever got fired for buying IBM.” Nobody ever gets fired for buying the category leader. The category leader wins the easy sales — the order taking — while also-rans must sell hard to win every deal.
Twitter + Investing
I came across a cool tool on Twitter which is sort of automation building investment knowledge right into Twitter. It is such a cool tool that deserves attention for not what is does (surely for that as well), but mostly as an example for adaption
A lot of discussion on Stocks happen on twitter, so someone decided why not bring stocks stats right into twitter. Amazing. Adapt and be agile!
Here is the link and more on how it works.