Building a True Platform: Why $100m ARR is the Inflection Point for SaaS Partner Ecosystems

Jason Lemkin explains that $100m ARR represents the critical threshold where SaaS companies can transition from standalone applications to true platforms that generate material revenue through partner ecosystems. He introduces the Law of Software Attach Rates, which demonstrates that partners typically attach at 1-2% rates, requiring substantial customer bases to make partnerships economically viable for both parties.