The Capex Conquest in the Cloud
May 01, 2024
Massive Acquisitions in Software Startups
April 29, 2024
When 1% Market Share Shifts Represent $5b of Market Cap
April 26, 2024
A Shift in LLM Marketing : The Rise of the B2B Model
April 24, 2024
Are Software Companies Good Businesses?
April 22, 2024
The Most Profitable Software Company in Q1 2024
April 18, 2024
April 17, 2024
April 14, 2024
Extreme PMF : Sustaining Success with Scale
April 12, 2024
SUI Generis : Office Hours with Evan Cheng of Mysten Labs
April 09, 2024
The Art of Product Management in the Fog of AI
April 07, 2024
April 05, 2024
This Message Will Self-Destruct in 33 Seconds
April 04, 2024
Rubrik S-1 - Burning the Boats in Data Security
April 02, 2024
AI in the Hands of Software Buyers
March 29, 2024
Selling AI : Category Creation of a Different Flavor
March 26, 2024
March 25, 2024
AI SaaS Companies Will Be More Profitable
March 21, 2024
Analyze All the Things : Data Omniscience with Omni
March 20, 2024
March 18, 2024
Why Databases Won't Charge for Storage in the Future
March 12, 2024
The Opposite of a Good Idea is a Good Idea
March 08, 2024
Looking into the Future of BI With Colin Zima
March 05, 2024
What Happens When AI Performance Asymptotes?
March 03, 2024
What If LLMs Change the Business Model of the Internet?
February 27, 2024
The Secrets to Building Vibrant Communities in Web3 Open-Source
February 25, 2024
The First $100m ARR AI Security Company
February 21, 2024
Nobody Knows : Steel & Blockchains
February 19, 2024
One of the Biggest Public Offerings in 20 Years
February 16, 2024
The Sudden Repricing of Startups in Early 2024
February 09, 2024
February 05, 2024
February 02, 2024
January 31, 2024
The Fastest Growing Software Sectors in 2024
January 29, 2024
AI Drove the Largest New Bookings of Any New Product
January 26, 2024
Dissecting Delegation: Diving Deep on The Missing B-School Class
January 24, 2024
From Prompt to Paper in 60 Seconds
January 19, 2024
The Class Missing from Business School
January 18, 2024
Open Source Models : What Can We Determine from Download Patterns?
January 15, 2024
January 12, 2024
Gordian Knots in Software Engineering
January 09, 2024
Make Hay When the Sun Shines : Liquidity in Startup Exits
January 07, 2024
January 01, 2024
Why Startup M&A in 2024 Will Rebound
December 20, 2023
Data Product Teams : Best Practices for a Modern Data Team
December 18, 2023
Synthesis as Brilliance : Worldly Wisdom from Charlie Munger
December 15, 2023
How to Improve Your LLM : Combine Evaluations with Analytics
December 11, 2023
In Like a Lamb, Out Like a Lion
December 06, 2023
December 04, 2023
Managing Data as Product : Office Hours with Philip Zelitchenko
November 29, 2023
The New Threat to a Data Leader's Career
November 27, 2023
November 22, 2023
How Much Does it Cost to Use an LLM?
November 16, 2023
The First Mac Predates Modern Central Banking
November 14, 2023
Purchasing Patterns in Software : Positivity Punctuating Q3
November 10, 2023
Top 10 Trends for Data in 2024
November 09, 2023
Only The Dogged Thrive : More Good News in Startupland
November 07, 2023
How Much Should Quotas Increase Next Year?
November 01, 2023
The Impact of Anti-trust on M&A in Startupland
October 31, 2023
October 27, 2023
AI Reaccelerating Cloud Growth
October 24, 2023
Top 10 Trends in Data & AI at the Impact Summit
October 23, 2023
The Convergence of Data & Software Engineering in the Age of AI
October 20, 2023
Outbound Marketing Fury : Office Hours with Raj Sarkar
October 18, 2023
What Loom & Klaviyo Indicate about Exit Valuations
October 15, 2023
The PLG Trap : Lessons Learned from Oliver Jay, former CRO at Asana
October 12, 2023
The Promise and Pitfalls of Chaining Large Language Models for Email
October 07, 2023
SaaS Competitive Advantage Through Elegant LLM Feedback Mechanisms
October 03, 2023
Centaurs & Cyborgs : The Jagged Frontier of AI
October 01, 2023
September 26, 2023
Avoiding the PLG Trap : Office Hours with Oliver Jay
September 25, 2023
Cisco & Splunk Continue the Trend of
September 21, 2023
Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai
September 21, 2023
Building a Generational Business Databrick by Databrick
September 17, 2023
4 Key Takeaways from the AI Panel at Saastr 2023
September 15, 2023
A Little Yellow Book in the Corner Bookshelf of a Coffee Shop
September 10, 2023
September 08, 2023
The Rise of Data Lakes in Software Architecture
September 07, 2023
The Evolution of Open Source Business Models
September 01, 2023
Context.ai - Unlocking Insight into LLM-Based Applications
August 30, 2023
August 25, 2023
The Dawn of AI : Pricing Power & Profits in NVidia's Business
August 23, 2023
Mean Reversion: When Will Startup Investing Return to Normal?
August 21, 2023
August 15, 2023
Surprising Data Points about the Venture Capital Market
August 08, 2023
How Will a Venture Capital Recovery Feel? Observations from 2008
August 07, 2023
What the New Relic Sale Means for SaaS
July 31, 2023
Signs We've Touched the Bottom
July 26, 2023
The Pilgrims Raised 4 Rounds of Financing
July 23, 2023
July 20, 2023
July 17, 2023
July 11, 2023
There is No Such Thing as Series A Metrics
July 09, 2023
What 70m Thread Users Mean for B2B Marketers
July 07, 2023
How Markets Value Software Companies in 2023
July 05, 2023
June 26, 2023
MotherDuck - DuckDB in the Cloud
June 23, 2023
Marketing Teams as Hedge Funds
June 21, 2023
Does an AI Premium Exist in the Fundraising Market?
June 15, 2023
What if Every SaaS App Spoke English?
June 11, 2023
June 08, 2023
The AI API : The Twilio Moment for Machine Learning
June 06, 2023
Observations Using LLMs Every Day for Two Months
May 30, 2023
How Should You Staff Your Startup in 2023
May 17, 2023
Which AI Model Should You Pick for Your Startup?
May 16, 2023
Seeking a Distribution Advantage with AI
May 12, 2023
May 08, 2023
When 1 is Bigger than 4 for AI
May 03, 2023
Microsoft's Billion Dollar AI Business
April 26, 2023
Why Every Startup Needs an AI Strategy
April 19, 2023
April 12, 2023
Economics in the Sometimes Strange World of Web3
April 09, 2023
April 04, 2023
The Change in Burn Multiple for Startups in 2023
April 03, 2023
March 31, 2023
The Hardest Round to Raise in 2023
March 24, 2023
How to Build Your Startup like Google & Stripe
March 20, 2023
When Will SaaS Budgets Increase Again?
March 17, 2023
March 12, 2023
February 28, 2023
Which Customer Segments are Healthiest During the Downturn?
February 21, 2023
A Flare Across the Clouds : Cloudflare's Earnings Report
February 14, 2023
Venture Capital, Withering & Dying
February 10, 2023
The Compounding Advantage of a Big Chip Stack in a Downturn
February 06, 2023
Predicting Cloud Growth Rates for 2023
February 03, 2023
February 02, 2023
January 31, 2023
Microsoft as a Mirror - What We Can Expect for SaaS in 2023
January 24, 2023
How Layoffs in Startupland Differ Between B2B & B2C Companies
January 23, 2023
Is the Suite Strategy Right for Your SaaS Startup?
January 19, 2023
The Most Acquisitive Acquihirers in Software
January 16, 2023
January 11, 2023
Sizing the Web3 B2B Software Market
January 01, 2023
A $30B Software Company from a $15m Investment
December 27, 2022
December 18, 2022
A Funny Thing Happened on the Way to Sand Hill Road
December 14, 2022
December 13, 2022
What the $6B Coupa Acquisition Means for Software Startups
December 12, 2022
December 04, 2022
The Uniswap Token Launch : Tokens as CAC Part II
November 27, 2022
The Most Successful Web3 Launch in 2022
November 23, 2022
The Best Time of Year to Raise for Your Startup
November 21, 2022
November 18, 2022
My Laptop is Faster than Your Cloud : Announcing MotherDuck
November 15, 2022
Soft in the Middle - Examining Your Startup's Org Chart
November 11, 2022
What the FTX Fiasco Means for Web3
November 09, 2022
Losing a Month of Runway to Inflation
November 06, 2022
Sales Efficiency through Covid : Reading the Tea Leaves for Startups
October 30, 2022
October 28, 2022
9 Predictions for Data in 2023
October 26, 2022
Would You Leave the Cloud to Improve Sales Efficiency by 11%?
October 23, 2022
Five Pillars of PLG with Carilu Dietrich
October 19, 2022
Antifragility as a Competitive Advantage in 2022
October 16, 2022
October 13, 2022
Just How Troubled is the Bay Area Startup Scene?
October 03, 2022
10 Predictions for Data at the Impact Summit
September 26, 2022
Pipeline Supply Shocks in SaaS Sales
September 23, 2022
The State of Web3 in 2022 through Data
September 17, 2022
Figma's 50x ARR Multiple & What it Means for Startup Fundraising
September 15, 2022
Your Customers' Profitability is Your Startup's Future Health
September 12, 2022
Systematizing Go-To-Market Hiring
September 08, 2022
Web3 Users Are Just Like Web2 Users
September 06, 2022
200% NDR: What Does it Take to Achieve this Stellar Milestone?
September 02, 2022
Why We'll See More New Types of Web3 Apps in the Next Year
August 30, 2022
Fundraising in 2022: Where We Are & Where We're Going
August 19, 2022
August 18, 2022
Omni - A Big Step Forward in the Decade of Data
August 16, 2022
How to Structure a Startup Sales Team for Optimal Land & Expand
August 15, 2022
The Trillion Dollar Empire that Started with a Coupon
August 12, 2022
Messaging: the Bottleneck for Web3
August 04, 2022
How Much Should You Expect Your Startup to Slow in 2022?
July 28, 2022
The Health of Cloud Spending in Mid-2022
July 26, 2022
July 20, 2022
July 19, 2022
The Bid/Ask Spread in Venture Capital
July 18, 2022
The Missing Letter from the English Alphabet
July 13, 2022
Deliberately Underselling as Sales Strategy
July 11, 2022
July 08, 2022
July 05, 2022
July 04, 2022
Coinbase & Uniswap: How 7 Key Benchmarks Stack Up
June 27, 2022
The Web3 Marketing Stack: The Next Big Wave in Crypto
June 23, 2022
How VCs Value Rainbow Foals in 2022
June 21, 2022
Bezos' Shareholder Letter in 2000
June 20, 2022
The Most Popular Financing Round in 2022
June 17, 2022
The New Key Competitive Advantage for Web3 Startups
June 13, 2022
Is a 10% Reduction in Staff a Layoff?
June 08, 2022
Top 10 Insights from the 2022 Startup Sentiment Survey
June 06, 2022
The Largest Software Acquisition in History
May 26, 2022
2022 Startup Market Conditions Survey
May 25, 2022
Lessons from Watching a Great CEO Operate
May 24, 2022
So You Want to Improve Your Sales Efficiency
May 18, 2022
The 4 Startup States During a Recession
May 16, 2022
Six Mid-Year Predictions for Web3
May 11, 2022
May 09, 2022
May 05, 2022
Product-Market Fit in Different Capital Environments
May 03, 2022
The Critical Question Facing Web3 Infrastructure Startups
April 29, 2022
The Three Eras of Startup Valuations
April 28, 2022
Imagine You're a Venture Capitalist...
April 25, 2022
The Rhyming Protocol Wars of 2022
April 20, 2022
Revenue, Revenue Everywhere. Not a Dollar to Count
April 19, 2022
$112m of Market Cap per Engineer
March 31, 2022
Inflation and Deflation in Web2 and Web3 Startups
March 27, 2022
Startup Self-Repricing as a Recruiting Tool
March 25, 2022
March 22, 2022
The App Store Model Comes to Web3
March 21, 2022
Usage Based Pricing: 3 Questions to Ask Before Leaping
March 17, 2022
March 14, 2022
March 11, 2022
The Three Types of Customer Success Teams
March 10, 2022
The People Roadmap for Startups
March 09, 2022
March 03, 2022
February 28, 2022
The Next Key Innovation in the Shift-Left Movement
February 25, 2022
Why Early Valuations Might Surge in 2022
February 23, 2022
February 18, 2022
10 Lessons Learned after $5B of M&A
February 17, 2022
Will Your Startup Borrow More in 2022?
February 14, 2022
The New Discipline Web3 Software Companies Must Develop
February 09, 2022
If You Had $10k to Invest, Which Stock Would You Buy?
February 07, 2022
Intensity Oozes from these Pages
February 03, 2022
How Much Money is Flowing into Crypto?
February 01, 2022
Expect Your VP Product to Sign Up for a Lead Quota
January 28, 2022
Dremio - A Foundational Component of the Modern Data Stack
January 25, 2022
Is Compensation Stagnation to Blame for the Great Resignation?
January 18, 2022
How Correlated are the Web 2 and Web 3 Software Markets?
January 13, 2022
Do Data Startups Command a Premium in the Fundraising Market?
January 11, 2022
The Top Sectors of Web3 in 2022 by Revenue
January 04, 2022
December 30, 2021
December 29, 2021
Mark-to-Market Rounds - What Will Your Startup's Strategy Be?
December 28, 2021
December 13, 2021
How Stripe Scaled - Notes from Office Hours with Claire Hughes Johnson
December 01, 2021
Samsara S-1: How 7 Key Benchmarks Stack Up
November 19, 2021
November 17, 2021
Justifying Token Equity Multiples using GDP Data
November 16, 2021
The Need for Two Types of Payback Period Calculations
November 07, 2021
November 04, 2021
Hex - The Best Product for the Technical Analyst
October 19, 2021
Using the Reversal Mental Model to Invest Better
October 19, 2021
Spot.ai - The Future of Video Intelligence
October 15, 2021
Why You Should Repeat Yourself, A Lot
October 05, 2021
Height - The Project Management Tool for the Modern Worker
September 29, 2021
The IMPACT Conference on the Modern Data Stack
September 27, 2021
GitLab S-1 Analysis: How 7 Key Metrics Stack Up
September 20, 2021
Scaling and Measuring an Effective Developer Relations Organization
September 15, 2021
What is the Product the Customer Buys Before They Buy Yours?
September 14, 2021
How Will We Value a Crypto Token?
September 06, 2021
Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up
September 02, 2021
You'll Never Login the Same Way Again
August 23, 2021
Preset Cloud - The Visualization Layer for the Modern Data Stack
August 18, 2021
The Secret to Recruiting Quickly and Retaining Your People
August 16, 2021
The Velocity of Money in Startupland
July 30, 2021
The Decline of Venture Debt at the Early Stage
July 26, 2021
My Mental Model for the World of Crypto
July 09, 2021
The 3 Knock-On Effects of Failed Executive Hires
June 01, 2021
The Inflationary Forces in Startupland
May 24, 2021
The One Force that Will Govern How We Return to Work
May 03, 2021
April 22, 2021
Covid's Impact on Software Sales Efficiency
April 08, 2021
Would You Work for This Person?
April 04, 2021
UIPath S-1 Analysis: How 7 Key Metrics Stack Up
March 29, 2021
How Much is 20% More NDR Worth to Your SaaS Startup?
March 05, 2021
The Four Types of Startup COOs
February 23, 2021
How to Be a Great COO: Lessons Learned Leading a Unicorn to Success
February 03, 2021
A Common and Critical Mistake When Forecasting Next Year's Bookings
February 01, 2021
The Five Flavors of ARR - New Definition, Same Great Multiple
January 27, 2021
Information as Surprise - Harness Claude Shannon's Key Idea
January 25, 2021
The Fastest Growing Sectors of Startup Fundraising in 2020
January 18, 2021
Cloud Data Lakes - The Keystone to the Decade of Data
January 14, 2021
The Art of Doing Science & Engineering
January 12, 2021
The Missing Insight Around Software Multiples for Valuing Companies
January 11, 2021
January 07, 2021
You Should Be Recruiting Different Types of Leaders for Remote Teams
December 23, 2020
Why Fast Learning Curves are So Important to Startups
December 21, 2020
December 17, 2020
The Three Questions to Ask When Hiring Your Startup's Head of Sales
December 15, 2020
Where to Start if You're Curious about Macroeconomics Today
December 14, 2020
Rediscovering the Power of the Command Line
December 09, 2020
Building a Product-Led Growth Machine: Office Hours with GC Lionetti
December 07, 2020
It's Supposed to Be Hard. You're Changing the World.
November 30, 2020
How a Merger of Salesforce and Slack Would Change the SaaS Landscape
November 26, 2020
The Supercharger Boosting Startupland Fundraising and Exits
November 20, 2020
More Activity Means More Business. Don't Overthink It.
November 16, 2020
How Developer Marketing Parallels Consumer Marketing
November 09, 2020
The Parallels in the Culture Between the Two Category Defining Companies
November 01, 2020
How Many Technologies Can a Company Adopt at Once?
October 29, 2020
Your Startup is a Series of Cycles
October 26, 2020
Why IPOs, Direct Listings, and SPACs Will Flourish in Startupland
October 19, 2020
Just How Inaccurate are Quarterly Venture Capital Activity Reports?
October 11, 2020
The Mispricing of Software Companies
October 05, 2020