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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

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The decade software ate the world

Intercom, Inc.

To give some perspective, there were about 300 million smartphones sold in 2010. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. There are about 3.2 What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

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Benn Stancil, founder of Mode, on how data science can help us make better decisions

Intercom, Inc.

My job was to look at what was happening in the world economy – it was like 2010 at the time, and so everything was kind of falling apart – and then look at data about it and try to come up with recommendations about what policymakers should do. Liam: Was it challenging to get to this point with Mode in the startup journey?

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How AI could impact the B2B software industry in the next decade

Point Nine Land

Challenges faced by startups during the SaaS installation phase (2000–2010) When you look at the first generation of successful “SaaS first” companies (Salesforce, Zendesk, Workday, Hubspot…), they had to overcome three main challenges to succeed: Market education Infrastructure UI/UX Market education. Market education.

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Using Product Led Growth as an Indicator for Investment w/OpenView Venture Partner, Ashley Smith (Video + Transcript)

SaaStr

Thought I wanted to be an engineer, quickly realized I actually prefer the customer facing side of the startup world. I’m sure all of you that are startup founders love your companies and your products, but I have so much love for all of them. .” Was obsessed with mathematics, went to college at 16, became an engineer.

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The Future of AI, Open Source, and Enterprise SaaS: Where It’s All Going with Databricks’ CEO, Ali Ghodsi (Podcast #505 and Video)

SaaStr

In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat. We’d rent a car, get on the road, and go to all kinds of startups and give talks on Apache Spark to build up a community around it. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at.

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11 Disruptive Innovation Examples (And Why Uber and Tesla Don’t Make the Cut)

OpenView Labs

If you spend much time in the startup and tech ecosystem, you’ve probably heard the term “disruptive innovation” more times than you can count. By 2010, Blockbuster had gone bankrupt.”. They were cheap, small, and portable … but the sound quality was awful. Then, Sony’s transistor radios arrived on the scene.