David Sacks is a co-founder of Craft Ventures, former COO of PayPal, and founder of Yammer — which sold to Microsoft for $1.2B — making him one of the few people in venture who has operated at the highest level across both founding and scaling. He is widely credited with defining the modern enterprise SaaS GTM playbook, including the concepts of the SaaS Magic Number and viral B2B growth loops. His public commentary consistently covers the mechanics of SaaS pricing, go-to-market architecture, and the policy and regulatory forces affecting technology companies, particularly around AI governance and antitrust.

For founders building enterprise software and investors evaluating B2B SaaS opportunities, David Sacks provides some of the most operationally grounded public frameworks available. His SaaS metrics work — covering CAC payback, net retention, sales efficiency, and go-to-market scaling — is referenced by investment committees and CFOs as a practical benchmark rather than theoretical guidance. His dual role as operator and investor, combined with his increasingly prominent policy position in the current US administration, also makes his commentary on AI regulation and tech industry governance directly relevant to how the competitive landscape for enterprise software is being shaped right now.