SaaStr

SEPTEMBER 20, 2023

SVB collapsed, market multiples are down, yet the IPO window is re-opening, and we have a platform shift to AI that’s exciting everybody. The Macro Impact On Public Cloud Software Over The Past Year Cloud stocks dropped in 2022 in a severe market pullback event that Bessemer Venture Partners call The SaaSacre. Let’s find out.

Cloud 312

Cloud Payments Software Review Payment Solutions 312

FastSpring

SEPTEMBER 12, 2024

The payments landscape and how it affects businesses trying to grow in Asia. If you’re not sure how to kickstart growth for your digital products or software business in Asia, listen or watch now! Before joining FastSpring, I spent quite a number of years within the payments industry.

Merchant Services 192

Merchant Services Payment Services Payment Methods SaaS Payments 192

Andreessen Horowitz

SEPTEMBER 18, 2023

This piece, Part A, uses Clay Christensen’s Jobs to be Done lens, along with an assessment of viable product wedges and business models, to share what we see as the most promising applications of AI in enterprise healthcare. We’ve previously described the leapfrog opportunity that exists because of this point.

Healthcare 140

Healthcare AI Artificial Intelligence Payment Solutions 140

Andreessen Horowitz

APRIL 23, 2024

They discussed the wide-ranging implications that generative AI will have across fintech and how it will boost jobs, rather than replace them. Alex Immerman: If 2023 was the year of efficiency, 2024 is the year of generative AI. Alex: Let’s dive into your business models.

Payments 110

Payments Forecasting Payment Services Sales Hiring 110

Andreessen Horowitz

AUGUST 30, 2023

Released in 1979, VisiCalc was the first “killer app” of finance (on the Apple IIe!), and one of the things that allowed KKR and other early firms to model outcomes and make so much money. Generative AI is likely going to usher in a far more profound method of company transformation. billion, against almost $2.8

VP of Engineering 91

VP of Engineering AI Payment Methods Generative AI 91

Andreessen Horowitz

OCTOBER 12, 2023

In Part A , we outlined the paths to generating unique value for the healthcare system and patients. Now, in Part B, we cover capturing and defending some portion of the value you generate. We’ve designed this to mirror the thought process of an entrepreneur building an AI product with an enterprise use case.

Healthcare 114

Healthcare Payments AI Enterprise 114

Andreessen Horowitz

DECEMBER 13, 2023

The emergence of generative AI, cloud computing, and new spatial platforms is poised to disrupt 3D creation end-to-end. The name RenderMan was coined in reference to the Sony Walkman for a futuristic rendering software that was so tiny it could fit inside a pocket.

Engineering 145

Engineering Technical Review Payments AI 145