Sustained competition or inevitable concentration: Gaming out market structure evolution in AI

October 16, 2024

The Fed is bringing the punchbowl back… what happens to SaaS and AI multiples now?

October 07, 2024

print(“Hello AI World”): Evolution of the developer economy in the age of AI

August 30, 2024

Eschewing IPOs: What happens when SaaS companies stay private for longer

July 19, 2024

Navigating creative destruction and potential diminishing returns in AI infrastructure

July 09, 2024

SaaS: Have reports of my death been greatly exaggerated?

June 28, 2024

State of the Cloud 2024

June 21, 2024

Next Big Takeaways from Databricks Data + AI Summit and Apple WWDC 2024

June 17, 2024

Roadmap: AI Infrastructure

June 11, 2024

Seven product strategies to prevent churn for B2B AI app leaders

May 14, 2024

Moving from AI Assistants to AI Agents

April 26, 2024

TurbineOne: On a mission to modernize the military’s processing and exploitation capabilities into a holistic and efficient system

March 28, 2024

Did growth endurance endure?

March 19, 2024

When free-cash-flow margins don't tell the full story

March 05, 2024

Small models, big impact: SLMs vs. LLMs

February 15, 2024

Cracking the consumer investing code: High-risk, high-reward

February 05, 2024

Roadmap: Defense Tech

January 29, 2024

AI’s Linux Moment (Chapter 2): Recent highlights of the open-source vs. closed-source model debate

January 16, 2024

Five Software M&A Observations for 2024

January 08, 2024

SaaSy Predictions for 2024

December 29, 2023

Unicorns are dead. Long live Unicorns!

December 13, 2023

Seven SaaS resiliency lessons for doing business in a volatile market

November 30, 2023

The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run

November 21, 2023

Schrödinger’s Startup Paradox: Locked inside the last round valuation box

October 24, 2023

When the valuation hangover finally hits

September 25, 2023

SaaS IPO window inflection

August 29, 2023

The Cloud 100 Benchmarks Report 2023

August 08, 2023

Land vs. Expand: Growth formula shifts during downturns

July 12, 2023

Render ushers in a modern age of application development in the cloud

June 20, 2023

Growth-stage startup valuations: Guiding principles for comps selection

June 16, 2023

AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths'

June 09, 2023

Consumption vs. subscription business models during downturns

May 30, 2023

AI Model Layer: The New Frontline of the Cloud Wars

May 19, 2023

The B2C2B osmosis fueling AI's Cambrian moment

April 26, 2023

Contextualizing the growth vs. profitability trade-off for cloud companies

April 18, 2023

State of the Cloud 2023

April 14, 2023

Unraveling stock-based compensation overhang in the SaaS industry (Part 2)

April 03, 2023

A CEO’s tactical guide to driving profitable growth

March 30, 2023

Unleashing the full potential of unstructured visual content with Coactive AI

March 21, 2023

Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs

March 14, 2023

Unraveling stock-based compensation overhang in the SaaS industry (Part 1)

February 28, 2023

Don't get IPObliterated: Preparing for the SaaS IPO window inflection

January 31, 2023

Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?

January 06, 2023

SaaSy Predictions for 2023

December 30, 2022

Product metrics that matter the most: A flywheel framework for cloud business leaders

December 13, 2022

Scaling GTM from $25 to $50 million ARR

December 01, 2022

SaaSacre 2nd wave: Macro double squeeze

November 09, 2022

Roadmap: The rise of synthetic media

October 18, 2022

2Q22 Cloud Earnings Recap

September 26, 2022

Software powering the PLG era

September 21, 2022

Rule of 40 valuation premium: The relative impact of each efficiency score component

August 31, 2022

The Centaur Report

August 17, 2022

The 2022 Cloud 100 Benchmarks

August 09, 2022

SaaS 2H22 forecast: (Still) cloudy with a chance of... recession

July 25, 2022

The reckoning of “pandemic tech darlings”: Lessons on growth function shocks

July 18, 2022

Surviving the SaaSacre: A TL'DR of VC Insights

June 28, 2022

Key trends and opportunities defining the next wave of BI and data analytics software

June 27, 2022

Scaling from $1 to $10 million ARR

June 09, 2022

Tech IPO Winter is Here: Who survived the frosty conditions and how "frozen" is the window?

April 25, 2022

The SaaSacre of 2022

April 11, 2022

10 product-led growth principles

March 16, 2022

Introducing enterprise sales to a product-led growth organization

February 15, 2022

Databook: the new system of intelligence for enterprise GTM teams

February 15, 2022

UNICORN SIGHTINGS: 2021 unicorn highlights and predictions for 2022

January 21, 2022

Scaling to $100 Million: Ramping your Cloud GTM Engine

January 19, 2022

Building a robust cloud ecosystem

December 09, 2021

Why Netlify is the architecture for the next generation of web development

November 17, 2021

From being cold called to becoming a case protagonist

November 03, 2021

Six product strategies to catalyze your Second Act

October 28, 2021

The Cloud 100 2021 Benchmarks Report

August 10, 2021

How developer platforms can triumph over the three most common product-led growth roadblocks

June 02, 2021

POWER TO THE PRODUCT: How five cloud CEOs leverage product as an edge to drive exponential growth and customer love

April 27, 2021

UNICORN SIGHTINGS: Meet the current herd

April 02, 2021

TWO SIDES, SAME COIN: How I left the Bay Area as an operator and returned as an investor

March 29, 2021