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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Follow along to stay up to date!

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The decade software ate the world

Intercom, Inc.

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. To give some perspective, there were about 300 million smartphones sold in 2010. There is a great responsibility to ensure it trends towards the former, not the latter. There are about 3.2

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In the Vault: Placing Multiple Bets on a ‘Mosaic of Solutions’ With Former Global Payments CEO Jeff Sloan

Andreessen Horowitz

ABOUT IN THE VAULT “In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future. So, you touched on trend one, which I think is really obvious now.

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How to Retain Employees For 10+ Years with Alf Ruppert

FastSpring

Nathan Collier I remember when that was happening because I was I was working at a company right around, you know, or 2010 around that time when that whole like making calls out of your computer tied to a CRM that was pretty new during I mean even I mean, that was after it had already been on the market. And we did this together.

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

SaaStr

At Twilio, I think my entire job there my first two years was throwing t-shirts at people, because everyone had a Twilio t-shirt I think in the developer community in 2010, and that was our marketing strategy. I actually enjoy doing my expense reports now, but expense reporting prior to Expensify was just awful. But it worked.

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Top 30 SaaS Companies in India

SmartKarrot

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes.

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

OpenView Labs

By 2010, Blockbuster had gone bankrupt.”. They were cheap, small, and portable … but the sound quality was awful. But as Freddie Dawson writes for Forbes, “The more optimistic see 3D printers as an essential item that will eventually be in every house if prices for machines and printing materials continue to trend downwards.