We chatted with @EverettRandle and @zebulgar during their debate about changes in the SaaS landscape: "The biggest variable that's changed from the 2010s SaaS era to today is competitive intensity. In the 2010s, you could pick a niche and face only two or three competitors, but now it's much more crowded and competitive." "The SaaS investors back then would say that we don't need a bunch of cash burn and it's an unhealthy indicator because they're not competing with anyone." "And by the way, there's probably 10x more capital than there was 15 years ago to go into these companies. Every single category now has become like mini rideshare, where there's a big pot of gold at the end, and we need to be the ones to get first to scale."