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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

And they’re already a super formidable threat to anyone building something in the broader software development lifecycle space My decision matrix then becomes: Will this category support an independent company (ie will the company survive the incumbent bundle attacks) and which company will be the winner in the space.

Cloud 144
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Everything Now is Just So Much Faster in The AI Age. Have You Adjusted?

SaaStr

Top 10 companies now get 52% of all venture funding (up from 16% in 2015). We’re talking about replacing entire job functions: Knowledge Work: 71M workers @ $85K average = $6+ trillion market Medical: $450B+ addressable Legal: $200B+ addressable Software Development: $250B+ addressable The TAM isn’t “software” anymore.

AI 179
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10 Brutal Truths From Coatue About AI and Who Gets Left Behind: The Great Separation

SaaStr

. #4: Private Capital is Unlimited for Top Companies – OpenAI’s $40B Raise Bigger Than All 2018-2024 Combined The Winner-Take-All Capital Market The concentration of venture funding has reached extreme levels: OpenAI’s $40B raise in 2025 is larger than the top fundraises from 2018, 2019, 2020, 2021, 2022, 2023, and 2024 combined Top (..)

AI 238
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JFrog IPO: Lessons For Entrepreneurs

SaaStr

Before starting JFrog, the founders had built a successful IT consulting firm, AlphaCSP, which focused on developing Java solutions. In other words, they got first-hand experience of the pains of software development. There was also a highly efficient inbound sales model.

New CTO 275
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The 18 Awesome Women of SaaS in Asia

SaaStock

Jessie moved to Hong Kong in 2015, where she joined Credit Suisse as Vice President. in 2015, she made a move to the other side and left banking. And then she studied software development at Fullstack Academy. These days, Jessie Lam has purple hair and is a Certified Public Accountant. Morgan, and Deutsche Bank.

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GTM 98: Going From IC to CRO at GitHub and Building a High-Performing Revenue Growth Engine with Elizabeth Pemmerl

Sales Hacker

She joined GitHub in 2015 after a career in the public sector, and has since held leadership roles in nearly all aspects of GitHub’s enterprise business. The impact of AI on GitHub’s business and the future of software development. Strategies for pricing new products and cross-selling within an existing customer base.

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The 8th DO for SaaS startups - Stay on top of your KPIs

The Angel VC

Development velocity: I don’t know if (or how strictly) you should use a software development methodology like Scrum, which allows you to nicely visualize your development velocity, in the very early days, when you’re maybe just two developers – I would be very interested in your thoughts on that question.

Scale 190