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A $30B Software Company from a $15m Investment

Tom Tunguz

From 2003 to 2014, Constellation’s revenues compounded from $80m to more than $5b, an average of 25% annually. But at scale, software holding companies can grow at similar rates & trade at similar multiples to their venture-backed peers. BU Size. # of BUs. %. >

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That Will Never Work

Tom Tunguz

Marc founded the business and served as its first CEO until Reed Hastings took the helm in 2003. You have founded the business; you’ve gotten off the ground; raised capital; achieved product market fit; are scaling; and then someone comes into your office and says words like these. I love the honesty and candor in this book.

Scaling 188
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How Healthy is the SaaS IPO Market?

Tom Tunguz

Salesforce’s initial public offering in 2003 demarcated the beginning of a new era, the era of Software as a Service. In 2003, Salesforce kicked things off. In the 13 years that followed, many startups have followed their path to build innovative software that has transformed their respective industries and sectors.

Marketing 102
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The Economic Case for Generative AI (presentation)

Andreessen Horowitz

You have this perverse economy of scale. They have lower margins and they’re much harder to scale. The value accrues to large companies that can actually seek these perverse economies of scale. The narrative is this episodic thing with summers and winters and all of these false promises. I remember when I joined Ph.D.

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Customer Growth Game Changer: Totango Breaking Records and Rewriting the Rules for Customer Success

Totango

Brady would go on to lead the Patriots to 17 division titles, 13 AFC Championship Games, nine Super Bowl appearances, and six Super Bowl wins before transferring to the Tampa Bay Buccaneers in 2020 and leading that team to win its first Super Bowl title since 2003. This term applies to more than just athletes and sports, however.

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SaaStr Podcasts for the Week with PatientPop and Plaid — August 16, 2019

SaaStr

In Today’s Episode We Discuss: * How Justin made his way into the world of Sales and came to be one of the industry’s leading scale up Sales leaders with PatientPop and ZocDoc. * Having seen multiple scaling culture, where do SaaS organisations tend to break down both in terms of culture and process? Justin Welsh: Yeah.

Scale 137
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14 NPS Survey Best Practices For SaaS: How to Leverage NPS Surveys

User Pilot

Net Promoter Score (NPS) is a customer satisfaction metric measured on a 10-point scale. NPS is a type of user survey developed in 2003 by Bain & Company. It typically involves two questions: the first is using a scale to ask users how likely they are to recommend a product. Take note of these and see what you can do.

Scale 97