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SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

Many of the fundamental business models that were once engraved in the SaaS playbook are now changing thanks to a tougher macro environment and a maturing market. PST, Stephanie Opdam, Partner at Notion Capital, shares four business model changes that will allow SaaS companies to build resilience and staying power over time.

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How Layoffs in Startupland Differ Between B2B & B2C Companies

Tom Tunguz

B2B companies have reduced headcount to a greater extent than at any time since 2020. The current wave of layoffs, a difficult component of the innovation boom/bust cycle, differs from the previous years’ dynamics. In the last three years, B2C startups’ ratio of layoffs have dwarfed B2B layoffs. In 2020, B2C companies cut 8.8x

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CRO Confidential: How The Biggest Product-Led Enterprise Company In The World Did It With Atlassian CRO Cameron Deatsch (Pod 640 + Video)

SaaStr

But in general, urgency is always helpful, balanced with thoughtfulness for what you want your business to look like over the next 30 years. Don’t Tie Revenue To Headcount “You want to get away from a business model where every incremental dollar requires incremental hiring,” says Deatsch.

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5 Interesting Learnings from Atlassian at $3+ Billion in ARR

SaaStr

This is the secret sauce to Atlassian’s business model. Atlassian plans to double its headcount over the coming few years. And come join Atlassian’s CRO LIVE at 2022 SaaStr Annual on Sep 13-15 sharing how they scale their unique business model! And its doubling down on being hybrid and distributed. #4.

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Coinbase & Uniswap: How 7 Key Benchmarks Stack Up

Tom Tunguz

Their business models differ meaningfully. The difference is starkest in headcount: Coinbase employs more than 5,000 people while Uniswap counts fewer than 100. Uniswap recorded $1.7b in revenue in the same period. Coinbase operates a centralized exchange, while Uniswap runs a decentralized exchange (DEX).

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

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Clouded Judgement 3.31.23

Clouded Judgement

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. There are two main topics I’ve been pondering lately: Margins. What do I mean by this?

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