Founders selling to hospitals: the owner's yes feels like the finish line. It's really the starting line. Here's what I've learnt about what comes after 🧵
Sequoia just made a bold claim:
They think the next $1T company will NOT be a software company.
Their take?
Services will be the new software.
Because SaaS companies have spent 25 years fighting over a smaller budget in comparison.
For every $1 companies spend on software → they spend about $6 on services.
For reference:
• A company might pay $10K a year for QuickBooks.
• And $120K for the accountant who closes the books.
AI has completely changed that.
Now, a company can sell the finished WORK instead of the tool.
Here's how the 3 models compare:
TRADITIONAL SAAS
• The customer buys access to software, and their own team runs it.
• Growth is capped by product + distribution.
TRADITIONAL SERVICES
• The customer buys people's time + expertise
• Growth is capped by hiring.
SERVICE-AS-A-SOFTWARE
• The customer buys a completed piece of work.
• Software handles most of the delivery, with the provider's team on decisions + exceptions.
• Growth is capped by how much of the work software can do reliably.
Something to keep an eye on.
Interestingly, 92% of my audience is male. Most of my content is around startups, founders, healthcare, engineering etc.
Is that cause of girls being disinterested in STEM?
OR
Is that cause of X being disinterested in my content?
(No other patterns to be observed)
@Chulbulpanda420 My car is probably the most liberating purchase! That’s why I first brought a ₹4L WagonR and then later sold it for a ₹13L creta and both were the best purchases I’ve made!!
Every time I open X, the post I want to see is right infront if me and the app reloads automatically and the post ends up disappearing completely!
What is this behaviour @X
8/8 None of this needs a consultant. Put one name next to each fix, review every Saturday with your senior doctor and admin head, and keep it to 15 minutes.
Which of these would your team pick first?
DM me and let's get on a call.
1/8 Picture a 60-bed hospital in a district town. The owner hears a chain has bought land on the highway, and the first instinct is to build more. A cheaper first move: walk your hospital as a patient's family would, from the gate to the cash counter. What to look for 👇
7/8 A common scene: new software goes live, staff keep a paper register 'just in case', and three months later the register is the real system. Before any new tool, ask the people who'll use it daily what slows them down. Start there, and retire the register on a fixed date.