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Building a Product-Led Growth Machine: Office Hours with GC Lionetti

Tom Tunguz

GC has led the rapid expansion of Confluent’s growth, marketing and developer relations functions. Previously, GC served as Vice President of Self-Serve Growth at Dropbox, and also led Product Marketing for the Developer Tools Division at Atlassian. Both companies were at hyper growth stages during his tenure.

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Bezos' Shareholder Letter in 2000

Tom Tunguz

As the famed investor Benjamin Graham said, “In the short term, the stock market is a voting machine; in the long term, it’s a weighing machine.” Two years later, the company would re-accelerate growth from 13% to 26%, and again to 34%, while driving to profitability and increasing their cash position from $540m to $738m.

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What Loom & Klaviyo Indicate about Exit Valuations

Tom Tunguz

Klaviyo’s revenue growth rate is the 2nd fastest across publics at 62% last year, & its unit economics are impressive. Benjamin Graham said over the long term, the market is a weighing machine , even if in the short term it’s a voting machine. Averaged together, they imply startups are 2.5%

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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Expected growth across segments is muted with an average of 5% growth across these B2B categories. Yesterday’s call reinforces the cost-focused mindset of the buyer & the lower growth rates startups should expect.

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Embedding BI: Architectural Considerations and Technical Requirements

While data platforms, artificial intelligence (AI), machine learning (ML), and programming platforms have evolved to leverage big data and streaming data, the front-end user experience has not kept up. Holding onto old BI technology while everything else moves forward is holding back organizations.

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Five Predictions for 2023

Tom Tunguz

Machine learning models predict code, synthesize images, author blog posts reducing composition time by a factor of 2 or 3. today, on the relatively strong growth rates of most public software. Data companies continue to achieve astronomical growth. Here are my predictions for 2023. The Fed tames inflation. forward, up from 5.8x

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The Impact of Generative AI on Software With Theory Ventures Founder & General Partner Tomasz Tunguz (Pod 650 + Video)

SaaStr

It’s simply a matter of watching your burn: “The main difference in the market between 2021 and today is that efficiency matters more than growth.” Why AI Matters to VCs Over the last decade, each type of machine learning has developed and grown, with generative AI becoming the most recent. Sign up for free.