{"id":239,"date":"2020-11-16T04:00:00","date_gmt":"2020-11-15T20:00:00","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=239"},"modified":"2024-05-29T18:16:03","modified_gmt":"2024-05-29T10:16:03","slug":"%e6%98%af%e4%bb%80%e4%b9%88%e6%8e%a8%e9%ab%98%e4%ba%86-saas-%e5%85%ac%e5%8f%b8%e7%9a%84%e4%bc%b0%e5%80%bc%ef%bc%9f","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=239","title":{"rendered":"\u662f\u4ec0\u4e48\u63a8\u9ad8\u4e86 SaaS \u516c\u53f8\u7684\u4f30\u503c\uff1f"},"content":{"rendered":"\n\n
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\n \n \n \u8457\u540d\u7684\u98ce\u9669\u6295\u8d44\u8005\u548c\u535a\u5ba2\u4f5c\u8005<\/span>\n <\/em>\n \n Tomasz Tunguz \u4e0e<\/span>\n <\/em>\n \n \u6211\u4eec\u8ba8\u8bba\u4e86\u516c\u5f00\u5e02\u573a\u613f\u610f\u4e3a\u9ad8\u589e\u957f\u516c\u53f8\u6ea2\u4ef7\u6295\u8d44\u7684\u539f\u56e0\uff0c\u4ee5\u53ca\u8fd9\u4e9b\u6295\u8d44\u4f1a\u5982\u4f55\u5f71\u54cd\u65e9\u671f\u4e91\u516c\u53f8<\/span>\n <\/em>\n <\/span>\n <\/section>\n
\n VC \u5f80\u5f80\u662f\u4e00\u7fa4\u5f88\u6709\u6548\u7387\u7684\u4eba\u3002<\/span>\n \u4f46\u5982\u679c\u8981\u5bf9\u6548\u7387\u6700\u9ad8\u7684 VC \u8fdb\u884c\u6392\u540d\uff0cRedpoint Ventures \u7684\u8463\u4e8b\u603b\u7ecf\u7406 Tomasz Tunguz \u5c06\u4f1a\u6392\u540d\u7b2c\u4e00\u3002<\/span>\n \u4ed6\u65e9\u671f\u4fbf\u62bc\u6ce8\u4e86 Looker\uff0c\u5e76\u4e8e\u4eca\u5e74\u4ee5 26 \u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u5356\u7ed9\u4e86 Google\u3002<\/span>\n <\/section>\n
\n Tunguz \u4e0d\u4ec5\u662f\u4e00\u4e2a\u6d3b\u8dc3\u7684\u65e9\u671f\u6295\u8d44\u8005\uff0c\u540c\u65f6\u8fd8\u517b\u80b2\u4e86 5 \u4e2a\u5e74\u9f84\u5728 2 \u5c81\u81f3 8 \u5c81\u4e4b\u95f4\u7684\u5b69\u5b50\uff0c\u5e76\u4e14\u4ed6\u4ee5\u4e13\u6ce8\u4e8e SaaS \u7684\u6570\u636e\u9a71\u52a8\u535a\u5ba2\u800c\u95fb\u540d\u3002<\/span>\n <\/section>\n
\n \u5728\u516c\u5f00\u5e02\u573a\u548c\u5b8f\u89c2\u7ecf\u6d4e\u6761\u4ef6\u7684\u80cc\u666f\u4e0b\u5206\u6790\u521d\u521b\u4f01\u4e1a\u7684\u6307\u6807\u662f Tunguz \u7684\u4e00\u5927\u5174\u8da3\u7231\u597d\uff0c\u4ed6\u5f88\u4e50\u610f\u4e0e\u4e16\u754c\u5206\u4eab\u4ed6\u7684\u89c1\u89e3\u3002<\/span>\n <\/section>\n
\n \u5728\u5176\u6700\u8fd1\u7684\u4e00\u7bc7\u6587\u7ae0\u4e2d\uff0cTunguz \u6bd4\u8f83\u4e86\u8fc7\u53bb\u56db\u5e74\u91cc\u9ad8\u589e\u957f\u7684\u8f6f\u4ef6\u4e0a\u5e02\u516c\u53f8\u548c\u79c1\u52df\u516c\u53f8\u7684\u76f8\u5bf9\u4f30\u503c\u3002\u4ed6\u7684\u5206\u6790\u663e\u793a\uff0c\u5728 2017 \u5e74\u548c 2018 \u5e74\uff0c\u4e00\u4e2a\u201c\u540e\u671f\u201dSaaS \u521d\u521b\u516c\u53f8\u7684\u5e74\u5e73\u5747\u589e\u957f\u81f3\u5c11 50%\uff0c\u5176\u4f30\u503c\u500d\u6570\u9ad8\u4e8e\u4e0a\u5e02\u516c\u53f8\u3002<\/span>\n <\/section>\n
\n \u4f46\u8fd9\u4e00\u8d8b\u52bf\u5728\u53bb\u5e74\u53d1\u751f\u4e86\u53cd\u8f6c\uff0c\u201c\u4ece 2019 \u5e74\u5f00\u59cb\u5230 2020 \u5e74\u201d\uff0c\u4e8c\u7ea7\u5e02\u573a\u7684\u4f30\u503c\u500d\u6570\u66f4\u9ad8\uff0cTunguz \u5728\u5176\u535a\u5ba2\u4e2d\u5199\u5230\uff0c\u201c\u8fd9\u610f\u5473\u7740\uff0c\u73b0\u5728\u5728\u516c\u5f00\u5e02\u573a\u878d\u8d44\u7684\u6210\u672c\u4f4e\u4e8e\u5728\u79c1\u52df\u5e02\u573a\u4e0a\u7684\u878d\u8d44\u6210\u672c\u3002\u201d<\/span>\n <\/section>\n
\n Tunguz \u7684\u7ed3\u8bba\u662f\uff0c\u53ea\u8981\u8fd9\u4e00\u8d8b\u52bf\u7ee7\u7eed\u4fdd\u6301\u4e0b\u53bb\uff0c\u6211\u4eec\u5c31\u4f1a\u770b\u5230\u6709\u66f4\u591a\u7684\u540e\u671f\u521d\u521b\u4f01\u4e1a\u9009\u62e9\u5728\u516c\u5f00\u5e02\u573a\u8fdb\u884c\u878d\u8d44\uff08\u901a\u8fc7 IPO\u3001\u76f4\u63a5\u4e0a\u5e02\u6216 SPACs\uff09\u3002<\/span>\n <\/section>\n
\n \u300aVenture Capital Journal\u300b\u8fd1\u671f\u5bf9 Tunguz \u8fdb\u884c\u4e86\u91c7\u8bbf\uff0c\u4ed6\u4e00\u8fb9\u7ed9\u81ea\u5df1\u7684\u4e94\u4e2a\u5b69\u5b50\u505a\u4e86\u5348\u9910\uff0c\u4e00\u8fb9\u8c08\u8bba\u4e86\u516c\u5f00\u5e02\u573a\u53ef\u80fd\u613f\u610f\u4e3a\u9ad8\u589e\u957f\u516c\u53f8\u6ea2\u4ef7\u6295\u8d44\u7684\u539f\u56e0\uff0c\u4ee5\u53ca\u8fd9\u5bf9\u65e9\u671f\u6295\u8d44\u8005\u6765\u8bf4\u7684\u610f\u5473\u7740\u4ec0\u4e48\u3002<\/span>\n <\/section>\n
\n \u4ee5\u4e0b\u662f\u7ecf\u8fc7\u7f16\u8f91\u7684\u8c08\u8bdd\u5185\u5bb9\uff1a<\/span>\n <\/section>\n
\n \n \n \u636e\u62a5\u9053\u79f0\uff0c\u4e00\u4e9b\u5feb\u901f\u589e\u957f\u7684\u65e9\u671f SaaS \u521d\u521b\u4f01\u4e1a\u6b63\u5728\u4ee5\u5e74\u8425\u6536 100 \u500d\u7684\u4ef7\u683c\u7b79\u96c6\u8d44\u91d1\u3002\u5728\u4e91\u8f6f\u4ef6\u5e02\u573a\uff0c\u54ea\u4e00\u4e2a\u7ec6\u5206\u5e02\u573a\u51fa\u73b0\u4e86\u8fd9\u6837\u7684\u6295\u8d44\u8005\u9700\u6c42\uff1f<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \u6211\u8ba4\u4e3a\uff0c\u8f6f\u4ef6\u5e02\u573a\u7ade\u4e89\u6700\u6fc0\u70c8\u7684\u7ec6\u5206\u5e02\u573a\u662f\u90a3\u4e9b\u5e74\u8425\u6536\u5728 50 \u4e07\u7f8e\u5143\u81f3 500 \u4e07\u7f8e\u5143\u4e4b\u95f4\uff0c\u540c\u65f6\u62e5\u6709 15 \u81f3 40 \u540d\u5458\u5de5\u7684\u521d\u521b\u516c\u53f8\u3002\u8fd9\u4e9b\u516c\u53f8\u4e4b\u6240\u4ee5\u5438\u5f15\u6295\u8d44\u8005\uff0c\u662f\u56e0\u4e3a\u4ed6\u4eec\u867d\u7136\u662f\u65e9\u671f\u9636\u6bb5\u7684\u516c\u53f8\uff0c\u4f46\u56de\u62a5\u6f5c\u529b\u5f88\u5927\uff0c\u6b64\u5916\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684\u4e00\u4e9b\u5173\u952e\u98ce\u9669\u5df2\u7ecf\u964d\u4f4e\uff0c\u53ef\u4ee5\u5bf9\u5176\u6536\u5165\u589e\u957f\u8fdb\u884c\u9884\u6d4b\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \n \u60a8\u8ba4\u4e3a\u6295\u8d44\u8005\u4e3a\u4ec0\u4e48\u613f\u610f\u4e3a\u53d1\u5c55\u5230\u8fd9\u4e2a\u9636\u6bb5\u7684\u516c\u53f8\u652f\u4ed8\u6ea2\u4ef7\uff1f<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \n \u4f60\u53ef\u4ee5\u770b\u5230\u76ee\u524d\u6709\u8bb8\u591a\u4e0d\u540c\u7684\u6295\u8d44\u8005\u90fd\u5728\u7ade\u76f8\u6295\u8d44\u65e9\u671f\u9636\u6bb5\u7684\u516c\u53f8\u3002\u4e0d\u4ec5\u6709\u4f20\u7edf\u7684\u98ce\u6295\u673a\u6784\uff0c<\/span>\n \n \u6211\u4eec\u540c\u65f6\u4e5f\u770b\u5230\u4e86\u5bf9\u51b2\u57fa\u91d1\u5728\u4e89\u593a\u8fd9\u4e9b\u4ea4\u6613\u3002<\/span>\n <\/strong>\n \u5bf9\u51b2\u57fa\u91d1\u7ecf\u5e38\u4f1a\u628a\u65e9\u671f\u62bc\u6ce8\u4f5c\u4e3a\u5bfc\u6d41\u5de5\u5177\u3002\u4ed6\u4eec\u53ef\u4ee5\u5728\u65e9\u671f\u62bc\u6ce8\u4e0a\u8499\u53d7\u635f\u5931\uff0c\u53ea\u8981\u8fd9\u80fd\u8ba9\u4ed6\u4eec\u6709\u673a\u4f1a\u5728\u4ee5\u540e\u7684\u51e0\u8f6e\u878d\u8d44\u4e2d\u6295\u5165\u66f4\u591a\u7684\u673a\u4f1a\u3002<\/span>\n <\/span>\n <\/section>\n
\n \u4f46\u4f30\u503c\u4e5f\u4e0e\u516c\u53f8\u7684\u589e\u957f\u9884\u6d4b\u548c\u6295\u8d44\u8005\u613f\u610f\u6301\u6709\u7684\u65f6\u95f4\u671f\u9650\u6709\u5173\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \n \u5728\u60a8\u6700\u8fd1\u7684\u535a\u5ba2\u4e2d\uff0c\u60a8\u63d0\u4f9b\u7684\u6570\u636e\u663e\u793a\uff0c\u76f8\u6bd4\u79c1\u8425\u6295\u8d44\u8005\uff0c\u516c\u5171\u6295\u8d44\u8005\u73b0\u5728\u613f\u610f\u4e3a\u9ad8\u589e\u957f\u7684 SaaS \u516c\u53f8\u4ee5\u66f4\u9ad8\u7684\u4ef7\u683c\u8fdb\u884c\u6295\u8d44\u3002\u60a8\u8ba4\u4e3a\u8fd9\u5176\u4e2d\u7684\u4e00\u4e9b\u539f\u56e0\u662f\u4ec0\u4e48\uff1f<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \u6211\u8ba4\u4e3a\u4e3b\u8981\u6709\u4ee5\u4e0b\u51e0\u4e2a\u539f\u56e0\u3002<\/span>\n <\/section>\n
\n \n \u8f83\u4f4e\u7684\u8d44\u91d1\u6210\u672c\u63a8\u52a8\u4e86\u80a1\u7968\u4ef7\u503c\u3002\u6b64\u5916\uff0c<\/span>\n \n \u968f\u7740\u4e0a\u5e02\u516c\u53f8\u7684\u6570\u91cf\u5728\u8fc7\u53bb 20 \u5e74\u91cc\u4e0b\u964d\u4e86 50%\uff0c\u516c\u4f17\u6295\u8d44\u8005\u7684\u6295\u8d44\u673a\u4f1a\u4e5f\u8d8a\u6765\u8d8a\u5c11\u3002<\/span>\n <\/strong>\n \u6700\u540e\uff0c\u7531\u4e8e\u5229\u7387\u63a5\u8fd1\u96f6\uff0c\u9ad8\u589e\u957f\u7684\u79d1\u6280\u516c\u53f8\u5728\u98ce\u9669\u8c03\u6574\u540e\u4f1a\u770b\u8d77\u6765\u66f4\u6709\u5438\u5f15\u529b\u3002<\/span>\n <\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \n \u79c1\u52df<\/span>\n <\/strong>\n \n \u5e02\u573a\u770b\u4e0a\u53bb\u4f3c\u4e4e\u6709\u70b9\u5e73\u6de1\u3002\u4e3a\u4ec0\u4e48\u6211\u4eec\u6ca1\u6709\u770b\u5230<\/span>\n <\/strong>\n \n \u4e00\u7ea7\u5e02\u573a<\/span>\n <\/strong>\n \n \u521d\u521b\u516c\u53f8\u7684\u4f30\u503c\u5411\u4e0a\u5e02\u516c\u53f8\u80a1\u7968\u4e00\u6837\u5347\u503c\uff1f<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \u5728\u79c1\u52df\u5e02\u573a\uff0c\u6ca1\u6709\u90a3\u4e48\u591a\u7684\u6295\u8d44\u8005\u4f1a\u6765\u7ade\u4ef7\u3002\u4e00\u7b14\u5178\u578b\u7684\u98ce\u9669\u6295\u8d44\u4ea4\u6613\u5927\u7ea6\u4f1a\u67096\u30017 \u5bb6\u6295\u8d44\u65b9\uff0c\u4ed6\u4eec\u53ef\u80fd\u6709\u673a\u4f1a\u63a5\u89e6\u5230\u7ba1\u7406\u56e2\u961f\uff0c\u5e76\u6709\u80fd\u529b\u7ade\u4e89\u548c\u83b7\u80dc\uff0c\u800c\u80a1\u7968\u5e02\u573a\u7684\u6295\u8d44\u8005\u4eba\u6570\u663e\u7136\u8981\u591a\u5f97\u591a\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \n \u60a8\u8ba4\u4e3a\u76ee\u524d SaaS \u4f30\u503c\u662f\u5426\u8fc7\u70ed\uff1f<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \n \u5728\u6240\u6709\u6f5c\u5728\u7684\u8f6f\u4ef6\u548c\u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u4e2d\uff0c<\/span>\n \n \u5927\u7ea6\u53ea\u6709 20% \u7684\u8d44\u91d1\u88ab\u7528\u4e8e\u4e91\u5e02\u573a\u3002\u5982\u679c\u4f60\u5047\u8bbe\u7ec8\u7aef\u7c7b SaaS \u7684\u6e17\u900f\u7387\u7ea6\u4e3a 60%\uff0c\u90a3\u4e48\u8fd9\u4fbf\u610f\u5473\u7740\u8fd9\u4e2a\u5e02\u573a\u6700\u7ec8\u6709\u53ef\u80fd\u4f1a\u589e\u957f\u81f3\u4e09\u500d\u3002<\/span>\n <\/strong>\n \u00a0\u5f53\u7136\uff0c\u8fd9\u662f\u4e00\u4e2a\u957f\u671f\u7684\u5c55\u671b\u3002<\/span>\n <\/span>\n <\/section>\n
\n \u4f46\u5728\u77ed\u671f\u5185\uff0c\u79c1\u52df\u5e02\u573a\u7684\u6295\u8d44\u8005\u9700\u8981\u627f\u62c5\u5f88\u5927\u7684\u98ce\u9669\u3002\u4ee5\u76ee\u524d\u7684\u4f30\u503c\u800c\u8a00\uff0c\u5176\u4f30\u503c\u500d\u6570\u662f\u5426\u4f1a\u8dcc\u4e00\u534a\uff1f\u6211\u8ba4\u4e3a\u8fd9\u662f\u6709\u53ef\u80fd\u7684\u3002\u00a0\u56e0\u4e3a\u6211\u4eec\u5728 2016 \u5e74\u5c31\u770b\u5230\u4e86\u3002<\/span>\n <\/section>\n

\n \n <\/p>\n

\n \u6211\u4eec\u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u7814\u7a76\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u673a\u6784,\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\u3002<\/span>\n <\/p>\n

\n \u5fae\u4fe1\u53f7: Alexqjl<\/span>\n <\/p>\n <\/section>\n <\/section>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

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