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It’s 2025. There Is No “Downturn” Anymore. It’s You.

SaaStr

As fast and as furious as 2021. #2. The thing that is underpriced right now in software is that AI will meaningfully increase the TAM of many software categories. With AI Agents that do work for people, from coding to reviewing contracts, these are brand new dollars in software spend that didnt exist before.

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The State of Software Buying: From SMB to Enterprise with G2’s CMO

SaaStr

The state of software buying has changed. During SaaStr Annual 2021, Amanda Malko, CMO at G2, shared a fascinating look at the data that reveals shifting patterns in the way consumers purchase software. . Furthermore, 55% of companies plan to increase software spending in 2022.

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CEO Systems: 5 Key Lessons for Scaling Through Every Growth Phase with HashiCorp CEO Dave McJannet

SaaStr

The last IPO of the 2020-2021 era was HashiCorp in December 2021. With over 20 years in the infrastructure software space, Dave previously held executive roles at Microsoft, VMware, and GitHub. Monthly process reviews of your key systems are more valuable than traditional status meetings. IBM just closed on its $6.4

Scale 186
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Cloud is Eating all of Technology and Software… Is it Sustainable?

SaaStr

2 Cloud is Eating Software. The astonishing fact is: cloud is eating software. In just five years, Cloud will become the majority of the software market. By 2030, it is predicted to take over all technology and software. Hardware is turning soft, and software is empowering innovation. Conduct 360 feedback. .

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The Most Acquisitive Acquihirers in Software

Tom Tunguz

I reviewed the roughly 560 US software acquisitions under $400m since January 1, 2020. “The Startup M&A Market Fell 94% Year over Year - But One Segment Thrives” , a post from last week, elicited the same question from many readers. Just who are the most active acquirers for smaller takeouts? To answer the question.

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The Inflationary Forces in Startupland

Tom Tunguz

Over the last ten years, the 75th percentile post-money valuation of a cloud software or infrastructure company has grown 11% annually. In 2021, the post-money valuation has spiked 60% from $48.1m But it hasn’t soared like it’s older brother in 2021, preferring a more consistent path. 2012: Facebook. 2014: Alibaba.

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There Are Only ~58 Acquisitions of $50m+ or More in Software a Year per Theory Ventures

SaaStr

My biggest take-away: there are barely more than 50 acquisitions of $50,000,000 or more, at least disclosed one, in software of U.S.-based And that’s fairly constant for the past decade, outside of the 2021 bubble. Tomasz’s main point is that the dollars are only going up due to an increase in mega deals.