Tom Tunguz

JUNE 7, 2023

The absence of those dollars will flatten & shrink the already modest addressable market for web3 software & infrastructure. Web3 software & infrastructure companies yearning to thrive will need to look beyond the web3 buyer base to new markets with larger willingness to spend. annual spend on software.

Blockchain 310

Blockchain SaaS Scale Cloud 310

Tom Tunguz

APRIL 8, 2023

Blockchains are databases application developers use to build novel user experiences. Just as hundreds of different databases exist in web2, different blockchains have evolved in web3. In September, I published the State of Web3 in Data. I’ve been watching one of those charts very closely : slide 25 which tracked L2s & L1s.

Blockchain 243

Blockchain Application Development User Experience Startup 243

Tom Tunguz

AUGUST 29, 2022

But let’s break the data down by category into the top 5 by revenue: L1s (blockchains), DEXs (decentralized exchanges), Credit (lenders), NFT Marketplaces (buy & sell Bored Apes), & Yield Aggregators (systems to maximize interest rates on deposits). Market Places. There’s none. The correlation asymptotes to zero.

Blockchain 324

Blockchain Revenue Metrics Pricing 324

Tom Tunguz

JUNE 27, 2022

If not, transfer assets to the chain’s automated-market marker or via a cash on-ramp. No marketer can coerce viable unit economics with that intractable anchor of a funnel. Virtual wallets will form the backbone of the next-generation ads stack , replacing the cookie with a blockchain wallet.

Blockchain 236

Blockchain Advertising Acquisition Technology 236

Nimble - Sales

MAY 15, 2019

Blockchain is the single most disruptive technology in our lifetime. If you’re like most people, you probably associate blockchain with Bitcoin or other cryptocurrencies. That’s a valid connection, but numerous other sectors could utilize blockchain’s capabilities to help meet their goals. Marketing is one of them.

Blockchain 89

Blockchain Marketing Technology 89

Tom Tunguz

APRIL 19, 2022

But these networks couldn’t talk to each other in a standardized way - paralleling the limited interoperability of blockchains today. These closed-source competitors duked it out market share for more than 20 years. Cosmos has been promoting the Inter Blockchain Connectivity (IBC) standard for messaging.

Blockchain 235

Blockchain Outsourced Development Communication Startup 235

Tom Tunguz

APRIL 17, 2024

The chart above shows both the historical performance & also explains how web3 blockchains like Ethereum generate revenue & profits. Ethereum’s market cap is roughly $350b today, which is on par with Salesforce & worth 7 Snowflakes. Company Market Cap Multiple Ethereum 360b 1.0x

Blockchain 225

Blockchain Software Revenue Scaling 225

Tom Tunguz

AUGUST 25, 2018

Mobile, machine learning, blockchain. I suspect old-fashioned product marketing may be the disruptive force to prise $1 billion worth of market away from some of these incumbents. But as they grow, the number of customer segments they serve will grow, increasing the likelihood that at least one of these groups is underserved.

Revenue 275

Revenue Blockchain Artificial Intelligence Machine Learning 275

Tom Tunguz

JANUARY 10, 2018

The technology innovation catalyzed by Bitcoin and Blockchain is creating many multibillion dollar economies quickly. The ICO market today bears many similarities to the dotcom era. In addition to the ICO market, the venture and private equity markets are flush with capital.

Innovation 187

Innovation Blockchain Finance Marketing 187

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Migrate the database (blockchain) and the file system to ensure on-chain asset ownership survives the company. Developers pay for low-latency storage with the same protocol token as they would pay for compute.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

Tom Tunguz

JUNE 13, 2022

The web3 market’s collapse in the last few weeks will reverberate across the ecosystem, especially for marketing teams. Blind airdrops, multi-million dollar ecosystem funds, sports team sponsorships - predominant marketing techniques redolent of the bull market - won’t last. How is the user base growing?

Startup 253

Startup Blockchain Banking Advertising 253

Neil Patel

DECEMBER 22, 2021

But did you know they can be used in marketing? What, exactly, are NFTs and why should marketers care? Here’s what marketers need to know about NTFs, including how you can leverage them to grow your business. That ownership token is stored in a digital ledger, called the blockchain. Is it just another buzzword?

Blockchain 144

Blockchain Marketing Traceability Travel 144

Tom Tunguz

SEPTEMBER 17, 2022

Lower MEV means users pay lower fees when they trade because the market is more efficient. This milestone will begin to shift the early & late stage private markets’ valuations. This is why marketing will become so critical in the next 12 months. About $250m flows into L2s each month.

Data 279

Data Blockchain Software Review Outsourced Development 279

Sparktoro

JANUARY 2, 2023

Blockchain-based product investments, marketing with NFTs, perhaps your own crypto coin. It’s 2017, and you convince your executives to be early adopters of the #Web3 trend. It’s fun, interesting, and it feels like you’re ahead of your competition on a rising tide that will lift all ships.

Blockchain 145

Blockchain Marketing Trends Investment 145

Tom Tunguz

DECEMBER 16, 2021

When a user spins up a validator to verify transactions on a blockchain, stresses the testnet and is rewarded with tokens, stakes tokens to generate yield, burns tokens to transact, or receives an airdrop for tweeting, a cryptoco expends tokens to acquire a customer. Or sales and marketing spend. But not today. – Footnotes. [1]

Venture Capital 274

Venture Capital Blockchain Acquisition Benchmarks 274

Baremetrics

MARCH 16, 2021

QuikNode is a Miami-based startup powering blockchain applications with lightning fast Ethereum, Bitcoin, Polygon, BSC and xDai nodes. This allows anyone building an app that applies blockchain technology to do so by building directly on top of QuikNode’s globally distributed Web3 infrastructure. Table of Contents. Where Web 2.0

Blockchain 90

Blockchain Payment Solutions Artificial Intelligence Payment Services 90

Tom Tunguz

DECEMBER 18, 2018

The M&A market slows meaningfully , especially at the multi-billion dollar level. The recent seasickness in the public markets forces most CEOs adopt a more conservative approach to acquisitions. Blockchain technology finds its second killer application. Blockchain in the enterprise takes the reign as the buzzword for 2018.*

Blockchain 208

Blockchain Technical Review Machine Learning Artificial Intelligence 208

Tom Tunguz

JANUARY 3, 2018

Several landscape altering SaaS acquisitions will come to fruition because of cash availability from repatriation and because there are enough public SaaS companies at scale to add material revenue and market cap to buyers. Blockchain in the enterprise takes the reign as the buzzword for 2018. Some ideas: Google buys Salesforce.

SaaS Payments 203

SaaS Payments Scale Blockchain Artificial Intelligence 203

Tom Tunguz

MAY 19, 2018

New databases like Hadoop, Cassandra, Cockroach/Spanner, Mongo, Blockchain store and retrieve data faster, at larger scale, across geographies or in untrusted environments. Perhaps the most successful, Alexa and Google Home are the first mass-market, human-computer interface without a screen. Ambient computing.

DevOps as a Service 253

DevOps as a Service Blockchain Artificial Intelligence Machine Learning 253

SaaStr

JUNE 6, 2024

“Doubling Down” is a new SaaStr series where we hear from top B2B SaaS investors on their most recent activities and takes on the current market. What’s your pulse check on the venture markets right now, today? In May, we had a great conversation with Karl Alomar, Managing Partner at M13. Check that out here.

SaaS Payments 289

SaaS Payments Management Scale Venture Capital 289

Neil Patel

SEPTEMBER 13, 2021

Are you one of those people whose eyes glaze over every time they read about crafting the perfect marketing campaign or embracing technologies? Watching a social media or marketing documentary gives you insights you never get in a class and spells out the pros and cons better than any course ever could. Then you’re not the only one.

Social Media 143

Social Media Technical Review Technology Blockchain 143

Tom Tunguz

NOVEMBER 26, 2022

Airdrops may be one of the most prevalent forms of marketing in web3. Today, UNI tokens’ market cap tops $5b. Marketers bet loss-leader campaigns like airdrops generate more revenue than the cost of the campaign. Since data is public on the blockchain, we can estimate the effectiveness of this airdrop.

Blockchain 218

Blockchain PayPal Startup Pricing 218

Tom Tunguz

DECEMBER 28, 2021

Marketing, customer success, and sales software will be upended. The valuation multiples in the data world top software both in the public markets and private markets. Blockchain technologies become mainstream driven by the adoption of national reserve banks. Or a personalized email to a sales prospect. Or a tweet.

Scale 275

Scale Blockchain Banking Artificial Intelligence 275

IT World

APRIL 4, 2022

The market for patient healthcare data is booming. To that end, blockchain company Equideum Health and Nokia have announced plans build a SaaS-based marketplace where patient information is amassed for sale to researchers.

Blockchain 87

Blockchain Healthcare Marketplace as a Service Data 87

Tom Tunguz

SEPTEMBER 6, 2021

Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. Most companies in the public market are valued on revenue or EBITDA; if revenue increases, so does the value of the stock. How do you decide which is more attractive? How does a token differ from equity?

Government 260

Government Compensation Blockchain Banking 260

ProfitWell

MARCH 6, 2019

On this episode of the ProfitWell Report, Marcelo Furtado , Co-Founder at Convenia , asks us a brilliant SaaS marketing question: How does having "blockchain" or "crypto" in your marketing impact willingness to pay? There’s a ton of hype around blockchain in general, which is why we’re answering our question today.

Blockchain 59

Blockchain Marketing Finance Technology 59

Sales Hacker

JULY 17, 2024

Annelise Osborne is Chief Business Officer at Kadena, a Layer 1, POW blockchain where she is focused on upgrading finance. Discussed in this Episode: The impact of cryptocurrency market fluctuations on the adoption of blockchain technology. The potential for blockchain to revolutionize the future of work and compensation.

Finance 118

Finance Blockchain Investment Compensation 118

Buffer Resources

AUGUST 2, 2024

And the idea that, should a platform move in a direction they don’t like (as is the case with some disillusioned folks on X/Twitter) or disappear from the market completely (which would happen in the case of the U.S. TikTok ban ), leaving the network means abandoning everything they’ve worked so hard to build there. 

Social Media 112

Social Media Underperforming Technical Team Government Blockchain 112

Stax

MARCH 6, 2025

That share may seem small now, but its high and growing in tech-forward markets. Cryptocurrency and blockchain-based payments Cryptocurrencies are digital assets that leverage blockchain technologyi.e., Miners or validators verify the transaction on the blockchain. They expect to tap and go.

Payment Methods 88

Payment Methods Payment Services Merchant Services Payment Solutions 88

Tom Tunguz

APRIL 3, 2023

The throughline of my work has been in identifying technological discontinuities that enable go-to-market advantages, & it’s patently clear to me that we are in the midst of another revolution now. Decentralized Infrastructure as Database : Blockchain technologies invert data ownership by shifting control to the end user.

Artificial Intelligence 177

Artificial Intelligence Machine Learning Blockchain Benchmarks 177

SaaS Metrics

JANUARY 12, 2022

The problem of scalability is one of the main reasons why blockchain technology is not yet widespread. Scalability refers to the ability of a blockchain network to handle an increasing number of transactions. So far, most blockchains are not capable of competing with Visa, MasterCard, or Paypal.

Blockchain 52

Blockchain PayPal Marketing Technology 52

SaaStock

FEBRUARY 13, 2019

It is based on blockchain and allows businesses to take care of their finances on a number of platforms and in multiple currencies. Chelpis creates quantum-proof tech for cryptocurrency and blockchain. Chelpis offers a crypto product with a cold wallet, a blockchain solution, and software service. Based in: Hong Kong.

SaaS Payments 225

SaaS Payments Payment Solutions Merchant Services Payment Methods 225

FastSpring

MARCH 11, 2021

This article was originally published by Ahrefs, a data-driven marketing toolset powered by a huge index of backlinks, keywords, and content. What’s in these marketing Slack channels for you? If you can’t imagine your life without SEO and digital marketing but you’re not a big social network fan, Slack communities can come in handy.

Growth Hacking 148

Growth Hacking Marketing Sales Hiring Social Media 148

Sales Hacker

DECEMBER 17, 2024

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Guy Yalif is a seasoned B2B SaaS executive with over 20 years of go-to-market experience. 49:07) The effectiveness of small group events in go-to-market strategies. (31:55) 26:54) The existential dread of being a startup founder. (37:56)

Scale 97

Scale Engineering Acquisition Scaling 97

Neil Patel

JUNE 25, 2021

I’ll walk you through the differences between both app types so you can decide how to move forward with your marketing and development goals. A decentralized app, or “dApp,” runs on a blockchain network. From a marketing perspective, this could incentivize people to choose dApps over centralized apps.

Payment Solutions 126

Payment Solutions Blockchain Payments Outsourced Development 126

Neil Patel

APRIL 1, 2021

One area that has been enjoying some of the most rapid advancements is blockchain. That doesn’t mean solely cryptocurrencies like Bitcoin, Ethereum, and the slew of other cryptos being peddled on the crypto market. Let’s look at non-fungible tokens (NFTs) and how brands can use NFTs in their marketing campaigns. What Are NFTs?

Branding 142

Branding Blockchain Social Media Technology 142

SaaStock

MARCH 8, 2019

Bai took on a number of senior positions – Director of HR and Director of Marketing at Alibaba, as well as Chief Marketing Officer of Jiangsu Ju Teng Network Technology. Today she is the co-founder and CEO of the Istanbul-based Insider, a growth management platform for digital marketers. Maxine’s passion? Jaclyn Tsui.

VP of Engineering 264

VP of Engineering CTO Coach Venture Capital SaaS 264