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In the Vault: Placing Multiple Bets on a ‘Mosaic of Solutions’ With Former Global Payments CEO Jeff Sloan

Andreessen Horowitz

In this conversation, a16z General Partner Angela Strange talks with J eff Sloan, former CEO of Global Payments, about how he was early to spot significant industry trends, how to make bets that move an organization, and the sea change that AI represents for the financial services industry. Angela: Why Global Payments?

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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

That’s much more work than the automatic credit card payment with AWS. First, the ecosystem decides that infrastructure payments should occur in stablecoins - like USDC or UST. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure.

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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

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FastSpring at Game Developers Conference 2024!

FastSpring

The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. Head over to the registration page to grab your ticket and get access to incredible speakers, unparalleled networking opportunities, and proprietary software that will maximize your experience even more!

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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. And yes, it’s a software company. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions. 220m in ARR, $13B market cap.

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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

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The decade software ate the world

Intercom, Inc.

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. To give some perspective, there were about 300 million smartphones sold in 2010.