On this week's The Razor's Edge, we talk about software as a service and how the market seems to repeat the same patterns over and over. Those patterns include:
This time around that means that some of the first Covid winners and first Covid hangover victims are starting to look like interesting post-hangover recoveries; that usage based business models are just business models with their pluses and minuses; and that profitability matters, whether its actual profitability or easy to see how a company cuts to get there.