We continue to follow the software as a service sector and the impact of the work from home world, but this time with an outside perspective. Justen Stepka, the founder of Authentisoft and then a longtime product management executive at Atlassian and Docker, joined us to talk about his positions in Slack and Atlassian and what makes the companies stand out. Currently the co-CEO/co-founder of Enterprise Fund, a private equity firm, he also shares his views on the work from home environment we're in and its potential knock-on effects, as well as what he's seeing in private markets.

Topics Covered

2:30 minute mark - The importance of R&D in retention

6:00 - Product stickiness vs. ease of use

11:30 - Evaluating R&D as a competitive edge

15:00 - The importance of dogfooding

18:00 - Okta's position

23:30 - How can a software company really be on sale in this market?

28:45 - ServiceNow's position

30:00 - What's next in the industry, where is Justen watching, and what does the private market look like?

36:30 - The change in perspective from being an insider to an outside investor

41:00 - Work from Home and its broader effects

52:00 - Commercial real estate