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Asset-light Software Businesses: The New Paradigm for Startups

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Some of my favorite writing is the kind that I think may be wrong, but makes me check all of my assumptions. The essay is one of those pieces. Will Manidis and John Kennedy—both founders themselves—propose a new theory of software companies, one where SaaS is fueled by low costs and generative AI. I’m not sure I fully buy it, but it did cause me to seriously reevaluate my assumptions about how tech companies will be built and grow in the future. Their thesis is strong, and their writing is compelling. It’s worth reading for a bold vision of what the future can be. —Evan When we started our companies in the late 2010s, we heard the same advice about how to raise money from venture capitalists in the pursuit of fast growth: Founders would need to raise significant sums of venture capital to incur fixed costs like software developers and sales reps that would pay back over time. Robert Smith, who founded and grew the private equity firm Vista Equity Partners over the last two decades to m

Asset-light Software Businesses: The New Paradigm for Startups *]:block [&>*]:mt-2 [&>*]:pt-2 mt-4" > Home Newsletter Columnists Columns Podcast Products Events Guides Consulting *]:block space-y-2"> Sign in *]:block space-y-2 py-2 my-2 border-y border-dashed border-homeborder" > Search About us Careers Advertise with us The team FAQ Help center By John Kennedy By Will Manidis Asset-light Software Businesses: The New P aradigm for Startups What happens when fixed costs are no longer…fixed? John Kennedy Will Manidis January 15, 2024 Updated February 7, 2026 Link copied 141 1 Some of my favorite

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