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#18 – Jake Saper (General Partner, Emergence Capital) – Moats in SaaS, AI’s Impact on SaaS, Learnings from Salesforce, Zoom, Gusto & more

11/29/23

Listen now (65 mins) | Jake Saper is a General Partner at Emergence Capital which has backed leading SaaS companies like Salesforce, Zoom, Gusto, Bill.com, and Veeva. Jake is a Board member of companies like Guru, Textio, Ironclad, Maze & many others. When I wanted to do a deep dive into SaaS business models, I could think of no one better than Jake and this episode absolutely delivered. We cover everything from single-player to multi-player product modes, various moats in SaaS, and how SaaS pricing & business models are evolving. We dive into specific anecdotes from companies like Zoom, Guru, Textio and others around how their products scaled. Finally, we end with how AI and LLMs will impact SaaS in the future and how founders should think about using LLMs in their products.

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