Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier.

To recap on the assumptions:

• IF 1000 SaaS companies open up their platforms as a service, PaaS, as Salesforce.com does, by 2025
• IF each platform lets startups sell through its marketplace, as Salesforce.com does, by 2025
• IF each platform empowers 1000 startups to build on its stack by 2025

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