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Buck on Software

Buck on Software
Winds of Change Software is maybe, just maybe about to get exciting
8 months ago
Buck on Software
The Software Slog As a newly minted high school grad I had a brief stint as a wildland firefighter.
a year ago
Buck on Software
Don't be foie gras If 2016-2020 was the golden unicorn age of SaaS, 2021 nearly hurtled us into the foie gras* era.
over a year ago
Buck on Software
Vertical Aggregation I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade.
over a year ago
11
over a year ago
I’ve written in the past that I think returns for SaaS won’t be as attractive over the next decade.
Buck on Software
Category velocity People make decisions, not businesses.
over a year ago
Buck on Software
The Wrong Bet The next decade in SaaS won't look like the last
over a year ago
Buck on Software
23 things you should know 1: Management’s true confidence is reflected in how fast they are hiring
over a year ago
Buck on Software
Model transitions: A framework for value creation And a quick and dirty look at SPLK, NTNX, and GWRE
over a year ago
Buck on Software
Thinking incrementally about SaaS An overview of the key output of the growth software machine
over a year ago
Buck on Software
Crypto and Chasing the Dragon Marc and Ben’s midlife crisis and the Crypto Crusades
over a year ago
Buck on Software
Explaining the growth software sell-off The terminal value double whammy of rising interest rates
over a year ago
Buck on Software
Thoughts on SaaS and other things Welcome to Buck on Software!
over a year ago