Morgan Lopes

February 25, 20261 min read

Unpopular opinion: Don't bet against HubSpot

Unpopular opinion: Don't bet against HubSpot
Sure, enterprise saas is getting ripped apart in the news and public markets...
Maybe they're all right.

The commentators are known for having a solid long-term orientation, right? lol

Either way, Hubspot.
Why?

One person: Dharmesh Shah.

Maybe it take them a while to reorient...
Maybe they burn most of their cash in bureaucracy and indecision...
But if that man is still on the boat, they have a chance.

New posts by email

A short note when something new goes up. Never more than once a week.