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SaaStr Podcasts for the Week with Matrix Partners and EZPR — February 21, 2020

SaaStr

And if the TAM isn’t big enough, you’re much better off saying, okay, let’s either recognize there’s going to be a tiny little business and not raise venture capital or build a large organization around it, or scrap the idea and go after something that’s different.

Scale 202
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Kellblog's 10 Predictions for 2020

Kellblog

I’d argue it’s not – the markets have changed structurally such that companies are staying private far longer and thus living off venture capital (and/or growth-stage private equity) in ways not previously seen. The ongoing rise of DevOps. AI/ML continue to see success in highly focused applications.