We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models, in part one of a two-part podcast. In this episode, we focus on PagerDuty and the newly public company's tough competitive landscape, and why Atlassian may be twisting the screws on it.
Topics covered:
4:30 minute mark - Setting the historical context 7:30 - The B word - bubbles - and how it applies here 9:30 - How the game has changed for newly public companies and their investors 13:30 - Slack as an example 16:15 - Is the cloud advantage ephemeral? 26:00 - The PagerDuty/workplace collaboration short thesis 36:00 - The SaaS on SaaS battles to come 43:30 - Where PagerDuty may hit the wall