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Does an AI Premium Exist in the Fundraising Market?

Tom Tunguz

The appeal of AI isn’t just the technology. Rather, potential astronomical revenue growth fuels valuations by bringing software to new categories & by serving new unmet interest & voracious demand. The businesses capturing that demand will command massive valuation premiums.

AI 298
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AI Drove the Largest New Bookings of Any New Product

Tom Tunguz

” That’s pretty sensational for a company with 3 massive business lines & enough acronyms to fill a dictionary : “With technology, customer and creator, we now have 3 workflow businesses over $1 billion in ACV. " Like every major technology wave, AI runs the risk of overhype. features shipped?)

AI 163
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My App Stack: Rik Haandrikman, VP of Marketing at RevenueCat

SaaStr

“My App Stack” is a new series where we dig in with top CMOs, CROs, CTOs and CEOs on just what apps they’re really using to run their business. We implemented 6Sense early, using it to craft highly targeted campaigns based on company category, intent stage, and job family for individual contacts within those accounts.

Marketing 197
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How to Accelerate Production Deployment and Embed Trustworthy AI into Commercial Solutions with IBM Embeddable AI Leader George Kreitler

SaaStr

The Top 3 AI Buckets About 70% of what we see today falls into three categories. With IBM, they have internally adopted AI across the entire organization, touching all of these categories. There are so many ways to use AI to solve different business solutions. Hybrid and AI will continue to be somewhat synonymous moving forward.

AI 215
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The Implications of Increased Regulatory Scrutiny for Startup Acquisitions

Tom Tunguz

We’re entering a period wherein governments regulate large technology businesses more actively. The longer the period, the greater the challenges facing the business. Third, the business must navigate through the thick fog of uncertainty. Visa abandoned plans to buy Plaid after facing a suit. At what strike price?

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The Next Step Forward for Conversational Intelligence - Chorus & ZoomInfo

Tom Tunguz

We connected on a shared interest in speech recognition technologies and decided to partner over a dinner at a steakhouse in the Union Square neighborhood of San Francisco. Chorus helped create the Conversational Intelligence software category that evolved from AI curiosity to must-have for modern sales leaders. It was revolutionary.

AI 289
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Two Charts that I've Been Wondering About

Tom Tunguz

Shift to new categories? This is from Goldman via Business Insider. Technology companies are benefitting from COVID. How consumer spending evolves and the prospects for the largest technology companies are two of the more important trends in the next few quarters. Do they revert to the old patterns of purchasing?

Cloud 334