早在 2011 年，硅谷前卫投资机构 a16z 的联合创办人 Marc Andreessen 就写过一篇非常具有预见性的文章《Why Software Is Eating the World》，因为那时的美股正处于科技低谷期，Apple 的市盈率也才 15.2，在次贷危机的阴影下大家都在担忧新一轮泡沫，但事实却并非如此，泡沫并不存在。随后的十年越来越多的行业和企业正在使用软件，通过在线的形式提供服务，从电影到农业再到国防，硅谷风格的创业型科技公司，它们入侵并颠覆了现有的行业结构。
Software is eating the world.
More than 10 years after the peak of the 1990s dot-com bubble, a dozen or so new Internet companies like Facebook and Twitter are sparking controversy in Silicon Valley, due to their rapidly growing private …
In the past few years, the number of enterprise Software-as-a-Service (SaaS) companies going public has increased significantly. Could it be the Golden Age?
Between Stripe at $95 billion, Databricks at $28 billion, and Checkout at $15 billion, to get on the 2021 Cloud 100 list was a fight among giants. These honorees truly represent the best cloud companies globally.
There are lots of blogs and anecdotes on (a) how to build a successful SaaS company and (b) what a successful SaaS company looks like. Yesterday’s post by Neeraj Agrawal from Battery Ventures titled The SaaS Adventure is another great one as he describes his (and presumably Battery’s) T2D3 approach.
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