Stripe联创谈SaaS已死:完全没看到增长放缓,但与悲观远景并不矛盾

BlockBeats 消息,2 月 26 日,Stripe 联创兼总裁 John Collison 近期在采访中表示,针对 SaaS(Software as a Service、软件即服务)将迎来末日的言论,在数据中完全没有看到软件行业增长放缓的迹象,相反各方面的增长看起来都强劲。这种现象与悲观论调其实并不矛盾,人们可能是对 2030 年或 2035 年长期前景的预期发生了变化,这种变化未必会在近期的数据中显现出来。

现在的市场似乎有些过于躁动了。不可否认生产软件的边际成本显然正在下降,大家对这个基本面都没有异议。但与此同时眼下市场的反应,看起来确实有些反复无常。

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