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Clouded Judgement 10.21.22

Clouded Judgement

And to get ahead of some questions, the long term average I’m using is from 2010-2020 (so excluding the crazy multiples of Covid). The average 10Y in the period of 2010 - 2020 was ~2.3%. I don’t think it goes back to ZIRP, but I think it looks closer to the average from 2010 - 2020 than what it does today.

Cloud 130
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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. At a time when SaaS companies represent the vanguard of disruptive innovation, it’s not surprising that an armada of non-software companies are following suit by attempting to replicate the business model in a bid to attract investment. There are about 3.2

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– Buy Microsoft Office Online in Nigeria at Best Prices

Natalia Luneva

Looking for: – Microsoft office 2010 price in nigeria free. When I say at microsoft office 2010 price in nigeria free very least, I mean that Office will run, but it will be slow really slow… really, microeoft slow. It also offers basic editing and formatting features, but not microsoft office 2010 price in nigeria free else.

Pricing 40
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We?re About To See a Lot More SaaS Debt

SaaStr

Carlota Perez argues in her book Technological Revolutions and Financial Capital that in the early days of a “golden age”, financial capital is necessary to fuel new technology innovation. . 2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. .

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Buffer vs. Tailwind: A Comprehensive Comparison for Social Media Marketers

Buffer Resources

Our world-class support, innovative features, and mobile-friendly tools make managing your social media presence seamless. With over 7 million users since 2010, Buffer is the most popular tool on the market. At Buffer, we’ve been in the social media game for a while.

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From Modest Roots to $10.7T in Market Cap

Tom Tunguz

The chart above shows the share of market cap commanded by companies which went public in three different decades: the Nineties, the Dotcom era (2000-2010), and the Cloud era (2010-2020). Which era of companies drive this growth? Fifteen years on, Dotcom companies have finally superseded Nineties companies in aggregate value.

Marketing 100
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Finding the Next Wave of Growth: S-Curves and Product Sequencing

Casey Accidental

Network effect products rely less on new product innovation unless it’s the only way to monetize. billion exit, Grubhub made a lot of mistakes. Too much new product development that didn’t pan out and too much trying to regain what we had lost vs. leaning into new areas that were working.