Legacy SaaS companies relying solely on price increases have fewer than five years of growth runway remaining.

Bending Spoons may lose 20% of Airtable's customers when it triples prices, but it will still be a good deal for Bending Spoons.

“Bending Spoons may lose 20% of Air Table's customers who finally spend a week lifting off of Air Table, but when they triple prices, it's a good deal for Bending Spoons, right? But it's gonna happen a lot faster than workday.”

A SaaS company that has relied solely on price increases for five years of revenue growth is closer to the end of its growth runway than the beginning.

“If you've done five years of price increases and that's all you've got for revenue growth you're probably closer to the end than the beginning.”

Notion is generating approximately $800M in revenue and growing 70-80% annually.

“Notion is apparently 800 million growing at you know 70 80%.”