I just don't see how SaaS at this scale can ever be profitable. Asana, Slack, and the like have to support large teams while the enterprise sales cycle is extraordinarily expensive. If you're Oracle and can charge $5k a seat plus consulting fees, then sure, I understand it. If you're an also-ran SaaS business charging $8 a user, you're never going to be profitable.
All of these are just different spins on the same communication features. There's nothing that's really defensible about any of them.
Asana engineer here. With such a large market size, we can scale the sales process to make it inexpensive. We only have a couple sales people. User operations, i.e. keeping customers, is larger but still in all less than 10.
All of these are just different spins on the same communication features. There's nothing that's really defensible about any of them.