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The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. This infrastructure boom has real physical limits.

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Three million downloads and counting: Inside Intercom reaches a podcasting milestone

Intercom, Inc.

Intercom was created out of an epiphany in a small Dublin coffee shop because we realized that the impersonal, transactional way of doing business online just wasn’t cutting it for customers anymore. Ever since the beginning, our mission has been to make internet business personal, and the podcast has played a big role in that.

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Introducing Crafty CTO

Crafty CTO

I’ve learned so much … most importantly, I think, that I love being a fractional CTO, a role that allows me to make use of everything I’ve learned and experienced over a long technology-focused career. What’s changing, rather, is the entity I’m delivering through – a new company called Crafty CTO.

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SaaS FP&A – Are You Up to the Challenge?

OPEXEngine

I’ve been a business partner of Finance and the CFO in several public companies in past lives, and SaaS Finance today is a more demanding operation than Finance was in traditional software companies. SaaS companies tend to have more Finance headcount than traditional, non-Cloud companies. SaaS Finance Benchmarks. Finance skill sets.

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What's the ROI of your mom?

ProfitWell

The question is not whether a CSM is a valuable asset to a SaaS business, but rather, how valuable are they? How many CSMs should you hire? And in this article he explains why, and proposes a different approach to thinking about the optimal CSM headcount to help you build a more effective customer success organization.

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SaaStr Podcasts for the Week with Lucidchart and Wrike — February 28, 2020

SaaStr

To date, Karl has raised $114M with Lucidchart from some of the best in the business including K9 Ventures, Meritech, Iconiq, GV and Kickstart in Utah. How does one know when we need to hire generalists vs specialists? Karl has been in every interview for every new hire for the first 6 years of the business, why?

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SaaStr Podcast #403 with Loom VP of Sales Sam Taylor

SaaStr

To date, they have raised over $73M from some of the best in the business including Sequoia, Kleiner Perkins, General Catalyst and Point Nine to name a few. When is the right time to hire the first sales rep? Should you hire 2 at a time? What does one look for in their first sales hire? Let’s go do it.