article thumbnail

Doubling Down: Satya Patel, Partner at Homebrew

SaaStr

“Doubling Down” is a new 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? We had a great one last time with Mark Roberge, Co-Founder and Managing Director at Stage 2 Capital. Check that out here.

article thumbnail

Instacart

Andreessen Horowitz

We pulled from my prior marketplaces experience and dove into their business quickly to develop a point-of-view on the opportunity. First, there was a LOT to like about the company: The market size was, and remains, huge. Both offered consumers a ton of convenience through their service. Most turned quickly to Instacart.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Data Network Effects in SaaS Enabled Marketplaces

Tom Tunguz

SaaS Enabled Marketplaces benefit from a unique advantage in their go-to-market. They have a panoptic view of their market place, which over time provides them an unassailable competitive advantage. SEMs provide software to suppliers and consumers, and then make a market between them.

article thumbnail

ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution.

article thumbnail

My Mental Model for the World of Crypto

Tom Tunguz

Asset acquirers - these include brokerages, custodial and non-custodial wallets, banks, asset managers, hedge funds, market makers, and lenders. Many in this group attract investors/users with high interest rates for deposits, which are funded by lending assets to other market participants. There are six key categories of players.

article thumbnail

SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

SaaStr

Shopify, since last year, has nearly tripled in market cap driven by the rise of e-commerce, but also the digital payments and the QR code system they provide for contactless payments. Zoom’s market cap grew over 4X to reflect that. Each of those, independently, are massive market cap drivers for their businesses as well.

Cloud 195
article thumbnail

29 Latin American SaaS Superstars

SaaStock

RD Station is an inbound marketing platform targeted at small and medium-size businesses. Since its launch in 2015, it has attracted more than 4,500 retailers who use it as their central marketplace. Some of its top uses include financial services, e-commerce, marketing, education, and many more. . Founded : 2011.