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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

Databricks’ CEO, Ali Ghodsi, shares why Open Source is becoming a multi-billion investment, why it’s taking over multiple industries, and why it’s here to stay. In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat. Innovation happens more easily on Open Source in a SaaS model.

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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 UK Is a Fintech Regulatory Superpower

Andreessen Horowitz

That success has been bolstered by the fact that the UK is among the world’s most innovative financial services regulatory environments. Regulation is generally a blocker to innovation. The new and old regulatory innovations are accelerating fintech’s success. or the rest of Europe. A full 8 years earlier than the U.S.)

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The Investment Patterns of SaaS Companies in Sales and Engineering Over Time

Tom Tunguz

Last week, we proved SaaS startups are raising more than they have in the past and newer SaaS companies seem to be generating more revenue per dollar invested. In combination with the chart above, these data points imply that greater sales investments generate more revenue than in the past. 1998 34 11.

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Who are Asia’s SaaS VCs?

SaaStock

According to Mike Laven, CEO of Currencycloud, the one thing necessary for any company to succeed in China – or in any of the Asian countries – is to get local investment. It has more than 100 investments since its founding in 2001. SAIF is also one of the biggest funds, investing in Hong Kong, China and India.

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Who is Lenny Rachitsky: Background, Newsletter, Podcast, and More

User Pilot

Renowned for his tenure on Airbnb’s product team, Lenny’s professional journey truly began in 2010 when he served as the CEO of a budding startup named “Localmind.” He has also invested in businesses, like Figma, Vanta, and Webflow, among others. How did Lenny Rachitsky get started in product management?

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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.