“apple only launched an app subscription 2011. like like i know you all know that but like a lot of people don't focus on the limited audience right audience and then stripe same thing around that same time and google at the same time so like it is new in this in the spectrum of internet evolution like it is very very new”

Consumer SaaS Is on a Later Evolutionary Timeline — Don't Compare It to Mature B2B SaaS

When B2B SaaS was nascent, investors dismissed it the same way people dismiss consumer SaaS today. Apple app subscriptions, Stripe, and Google Play billing all launched around 2011 — meaning consumer SaaS has barely a decade of infrastructure. Judging it against 25-year-old B2B SaaS outcomes is the same mistake investors made dismissing Salesforce in 2000.