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JC

Julien Codorniou

06/24/25

@ Stripe

The frontline SaaS market is largely untapped, with many workers lacking access to technology, presenting a significant opportunity for growth.

Video

S

A conversation with 20VC General Partner Julien Codorniou

@ Stripe

A conversation with 20VC General Partner Julien Codorniou

06/24/25

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In vertical SaaS, the most promising opportunities lie in automating mundane, repetitive jobs that are currently labor-intensive.

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SAP is facing challenges as they have not modernized their applications for the cloud, which presents us with a unique opportunity to capture market share in ERP and CRM solutions.

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The shift from traditional software to SaaS was driven by the realization that sophisticated enterprise applications could be effectively delivered over the cloud.

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The trend of self-funding is emerging in SaaS, where companies can grow significantly with minimal teams, thanks to AI and low software development costs.

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Successful vertical SaaS companies often emerge from founders' personal experiences with tedious tasks, leading to innovative AI solutions.

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The current landscape presents a unique opportunity for startups to leverage AI technology, similar to the rise of cloud computing.

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Only a few companies are attempting to create advanced customer support solutions that can replace entire teams, indicating a significant opportunity in the market.

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Silicon Valley has predominantly funded SaaS companies, with over 40% of venture capital going to this sector, resulting in more than 300 SaaS unicorns in the last 20 years.

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The incumbents in the software industry often avoid entering B2B SaaS markets because they lack the deep domain expertise required to address specific customer needs.