Sebastian Siemiatkowski
👤 Speaker
1197
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
I think I have to go with David.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Because I think Nick's challenge right now might be that he is so distributed.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
I mean, he's trying to go for the whole world, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
I mean, he's launching in Dubai, he's launching in India, he's launching everywhere.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Banking is not your standard tech company.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
It's difficult.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
And so I just wonder if he's like running out of bandwidth, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Like I think it's more risky.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
David at least has slightly more focus.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
He has a very solid base in Brazil, making a lot of money from there.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
He has this Mexican thing and the other thing that are growing pretty good.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
But if he then does US, that's just like one more big market.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
It's very different.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Nick is so thinly spread right now.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
No, but I think, look, to us, it's like we have over the years so many shareholders, so many employees.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
At some point in time, it's actually easier to be public for us.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
We were already reporting on an earnings on a quarterly basis.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
We're a bank.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
So I'm not sure that the difference is that big, to be honest, from our perspective.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
So it is what it is.