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“Talk to You in 2025”: When There Isn’t Budget

SaaStr

A startup I invested in just emailed me that one of the top customers is churning due to a new CFO — even though their usage and NPS are off the charts. The post “Talk to You in 2025”: When There Isn’t Budget appeared first on SaaStr. This can cut both ways, of course. Getting past all these objections.

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The Future of B2B SaaS Investing with G2, Accel, Salesforce, Inspired Capital and SaaStr

SaaStr

G2 had us back for another great deep dive on just where SaaS investing is there days, and it was a great panel: Accel Partner Arun Mathew Inspired Capital Founder & Managing Partner Alexa von Tobel Salesforce Ventures Managing Partner Paul Drews and Jason Lemkin! Low investment multiples pose a key challenge.

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SaaStr + 20VC: Why 2024 Will Be Better, But Only So Much, For SaaS. And A Few Worries.

SaaStr

Databricks probably should not, and wait until 2025. What does Jason Know Now That He Wishes He Had Known Earlier in Investing: If you don’t know in 20 minutes that this is one of the best founders you’ve met. Don’t do the investment. If you do not know what to do, just invest more in your best.

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TSMC to invest $7.4 billion in second Japan chip factory: Report

IT World

Chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) plans to set up a second semiconductor manufacturing plant in Japan with an investment of about $7.4 TSMC will build the new plant in the southwestern region of Kumamoto to manufacture 5nm and 10nm chips from 2025, the report said.

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Investing in Alloy Automation

Andreessen Horowitz

trillion , and it’s expected to grow by $11 trillion between 2021 and 2025 – accelerated by the pandemic, which drove many businesses online even in … The post Investing in Alloy Automation appeared first on Andreessen Horowitz. In 2010, global ecommerce sales were $572 billion. In 2020, it was $4.2

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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025. 2025 is probably the year of max pain in the venture ecosystem.

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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. This is for information purposes and should not be construed as an investment recommendation. Two takeaways.

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