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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. What’s been most surprising to me is how resilient software valuations have been in the face of pretty massive moves in rates. Clearly the bond markets are saying something different than software valuations.

Cloud 183
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The decade software ate the world

Intercom, Inc.

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. Rise of the cloud and SaaS businesses. Big tech takes over.

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Even More of SaaStr’s Most Respected Leaders Unveiled!

SaaStr

Gainsight’s customer success software empowers companies to increase revenue and decrease customer churn. Mikkel later founded Zendesk in 2007 while living in Copenhagen, Denmark. You may have heard of a few of their customers: American Eagle, IBM Cloud, Instacart, Netflix, Paypal, and Gap just to name a few.

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SaaStr’s Most Respected Leaders Awards 2019: The Top Ten

SaaStr

Hubspot is an inbound marketing and sales software company based in Massachusetts. from 2007-2011 which eventually became Twitch. Jay Simons rose up the ranks from Area Sales Manager with Plumtree software to VP of Product Marketing and Strategy. Prior to Logickull Andy was a software developer at EDS (an HP Company).

Scale 162
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Veeva: The Biggest Vertical SaaS Success Story of All Time (Video + Transcript)

SaaStr

Today, Veeva is at $45B Cloud juggernaut dominating pharma and life science Cloud applications. We’re building the industry cloud for life sciences, so our customers are people like Pfizer and Novartis, etc., We provide a variety of cloud solutions for them. “Look, here’s enterprise software.

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5 Business Books I Wish I’d Read Sooner

OpenView Labs

Or maybe that’s just my software engineer’s bias. The idea that the latest is also correct holds in technical genres like software engineering, artificial intelligence, and the likes. This is a list of books that describes my journey, post facto, of building online software and running a company that makes such software.

Business 101
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Chargebee vs. Zuora: A Detailed Look

Baremetrics

Zuora Founded in 2007, Zuora is an enterprise billing and invoicing company that helps businesses launch and manage their subscription-based services. It is perfect for any cloud-based business of any size that manages subscriptions through product catalogs and multiple payment methods. Where then do the differences come in?