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SaaS

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SaaS

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本站收录 23 集 · 17 条金句 · 关联 10 个

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17 条

我认为在未来几年里，很多具有高主观能动性的人或者只是PM本质上将编写自动化他们生活的软件。所以，一人SaaS将会消失，因为将有一亿开发者，因为那些真正在意的人将自动化他们的生活。
I think that in the next few years a lot of high agency people or just PMs will essentially be writing the software that automates their lives. And so, the one man SaaS is going to go away because there’ll be a hundred million developers because people who really care will automate their lives.
—— Oji · [35:47]

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我认为在某种程度上 SaaS 末日被大大夸大了。
I think to some degree the SaaS apocalypse is greatly exaggerated.
—— Max Schoening · [26:51]

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市场正在给那些转售 token 的 SaaS 供应商增加溢价。是的。我认为那是不正确的。
The market is adding premium to SaaS vendors that are reselling tokens. Yes. And I think that’s incorrect.
—— Ivan Burazin · [61:44]

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智能体所做的是增加 SaaS 的用户数量，而不是摆脱它。
What agents do is increase the number of users of SaaS, not get rid of it.
—— Dan Shipper · [01:20]

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我认为 SaaS 末日论是愚蠢的，而 SaaS 股票将在未来几年大幅上涨。
I think the SaaS apocalypse is dumb, and SaaS stocks will be up majorly in the next couple years.
—— Dan Shipper · [37:13]

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SaaS 公司的问题在于竞争前沿完全转移了。
The issue with SaaS companies is the competitive frontier completely shifted.
—— Eric Vishria · [17:56]

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不,是因为他们有一个问题,他们不想自己构建,并且他们想有人可以起诉或吼叫。就是这样。这就是人们购买 SaaS 软件的原因。
No, it’s because they have a problem, they don’t want to build it themselves, and they want someone to sue or shout at. That’s it. That’s why people buy SaaS software.
—— Paul Kedrosky · [33:06]

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我们难道没有看到大多数 SaaS 一代给猪涂口红，可以说是吗？
Are we not seeing most of the SaaS generation put lipstick on the pig, so to speak?
—— Harry Stebbings · [42:40]

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我们向 SaaS 提供商交租，他们向云提供商交租，云提供商向国王交租，而这些国王如今大概就是 NVIDIA。
We pay rent to the SaaS providers, who pay rent to the cloud providers, who pay rent to the kings, who are probably NVIDIA these days.
—— Benjamin Guo · [03:38]

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我认为按席位收费模式是 SaaS 生意最大的风险点。随着智能体变得越来越能干、越来越强大，某些类型的产品你可能不再需要那么多席位。
I think the per-seat model is the biggest risk point for SaaS businesses. With agents, as agents become more capable and powerful, you may not need as many seats for certain types of products.
—— Eric Simons · [26:25]

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引用 Satya Nadella 的话，SaaS 公司就是一个带业务逻辑的 CRUD 数据库。
SaaS companies, to quote Satya Nadella, a SaaS company is a cred database with business logic.
—— Tim Sanders · [57:25]

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五年后，今天成功的公司里有七成到那时将完成从 SaaS 到 harness 的转变。
Five years from now, seven out of 10 companies today that are successful then will have made the switch from SaaS to harness.
—— Tim Sanders · [58:22]

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我今天来真的就是想挑战你们:除了在又一家公司为另一个 SaaS 方案再做又一个 MCP 之外,还有其他问题值得解决。
And I really am just here to challenge you that there are other problems to solve than just another MCP for another SaaS solution at another company.
—— Cody Menefee · [04:17]

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但即便如此，当我今天看这些数字时，第 12 个月的 NRR 超过 300%。这在 B2B SaaS 里是从来没有过的，对吧？
But still, when I look at the numbers which I have today, NRR at month 12 is over 300%. It just never happens in B2B SaaS, right?
—— Alex Mashrabov · [21:07]

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智能体防备型定价：我们都听说过 SaaS 已死这种说法，如果你按席位定价之类的，那当智能体来了、把消费量彻底打爆的时候会发生什么？所以我们的定价全是基于消费量的。
Agent-proof pricing, so we’ve all heard this whole SaaS is dead, and if you price per seed and whatever, what happens when the agents come and blow it out of the water, the consumption, so our pricing is all consumption-based.
—— Rania Khalaf · [15:40]

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人们在谈论生成式 UI,但用的是一种非常枯燥的 SaaS 方式，比如表单会按你想要的方式推进，或者你会有这些小组件。我觉得这种游戏式的生成式世界 UI 会非常有趣。
people are talking about generative UI in this like very kind of like boring SaaS way where it’s like your forms will like progress how you want or you’ll have these like widgets. I think this like generative world UI of games is going to be really interesting.
—— 嘉宾 · [25:25]

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所以 SaaS 已经相当完蛋了。如果你主要是一个 CRUD 应用,我会说还剩很多 UX 问题。
So SaaS is quite cooked. If you are mostly a CRUD app, I would say that there’s a lot of UX issues left.
—— Sean Wang · [57:22]

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