August, 2023

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Mean Reversion: When Will Startup Investing Return to Normal?

Tom Tunguz

The post-Covid surge in venture capital pushed valuations & activity to record breaking heights. Since then, investing activity dropped precipitously. When a collapse follows a surge, mean reversion suggests behavior should revert to a reasonable baseline. By building a linear model we can hazard a guess of when that might be. The blue line shows actual Seed, A, & B activity by quarter.

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The Power of Private Equity and a $1 Billion+ “Double Acquisiton”

SaaStr

Huge congrats to @iDedupe + @elasticull and team @logikcull !! Proud to have been the first venture investor!! [link] — Jason ✨Be Kind✨ Lemkin  (@jasonlk) August 29, 2023 I was lucky enough to be the first venture investor in a next-gneration ediscovery startup, Logikcull, way back in 2015. A flash-back to them at $1m ARR or so here: Andy Wilson CEO has been part of SaaStr events and contents since then, and a great session below on how they scale, and a great post here on how they migr

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Clouded Judgement 8.18.23 - Economy Update + Q2 Earnings Check In

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Q2 Earnings Check In We’re now about halfway through Q2 earnings season (companies with June quarter ends have reported, and we’ll get companies with July quarter ends reporting next week). I wanted to do a quick review of results so far to see what the data is showing us.

Cloud 243
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Supporting the Open Source AI Community

Andreessen Horowitz

We believe artificial intelligence has the power to save the world —and that a thriving open source ecosystem is essential to building this future. Thankfully, the open source ecosystem is starting to develop, and we are now seeing open source … The post Supporting the Open Source AI Community appeared first on Andreessen Horowitz.

AI 145
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The Big Payoff of Application Analytics

Outdated or absent analytics won’t cut it in today’s data-driven applications – not for your end users, your development team, or your business. That’s what drove the five companies in this e-book to change their approach to analytics. Download this e-book to learn about the unique problems each company faced and how they achieved huge returns beyond expectation by embedding analytics into applications.

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Come to my SaaStr Annual Presentation: The Strategic Use and Abuse of SaaS Metrics

Kellblog

I’m excited to say that I’ll be speaking at SaaStr Annual 2023 as part of amazing speaker line up. The event runs from September 6th to 8th and will be held at the San Mateo County Event Center. While SaaStr works hard to keep things fresh by limiting repeat speakers, I’m proud to say that I was invited back this year as a fan favorite.

Metrics 92

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Product Drive 2023 – How to Build Products Users Love

User Pilot

It’s 2023, and customers have options. This makes it more important than ever to create products people actually want to use. But how do you do that? What strategies can you implement to drive acquisition and retention faster? How do you ensure your team doesn’t lose momentum along the way? The expert speakers at Product Drive 2023 will answer these and many more questions.

Scale 102
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13 Consulting Experts Share Their Top Tech Tools & Lessons Learned

Nimble - Sales

Navigating the constantly evolving landscape of the consulting industry presents its challenges, often requiring professionals to stay attuned to the latest insights and strategies. Along this journey, consultants inevitably encounter obstacles that prompt them to explore innovative solutions, including the incorporation of modern technologies like specialized apps.

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10 formas comprobadas de generar ingresos pasivos en 2023

Entrepreneur - SaaS

Desde iniciar un negocio en línea hasta publicar un e-book, estas son ideas inteligentes con las que puedes empezar a generar ingresos pasivos.

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Intern returns to Zuora for second year of learning

Zuora

Interning at Zuora requires more than just busy work or isolated project groups—that sounds like course work in the workplace, […] The post Intern returns to Zuora for second year of learning appeared first on Zuora.

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6 Reasons Why Your Integrated Payments Strategy Could Fail

If you're in the software industry grappling with integrating payments into your business model, understanding where others have stumbled can be a game-changer for your revenue goals. Discover 6 key reasons behind the struggles many face. The challenge goes beyond the technicalities of integrating a payment system; it delves into the strategic oversight of revenue shares, negotiations with payment providers, and the full exploitation of potential revenue streams.

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Drip Review

The Daily Egg

Drip is more than just the sound of a leaky sink or a slang term for your freshest outfit—it’s also an email. The post Drip Review appeared first on The Daily Egg.

Marketing 258
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Nathan Latka Hosting Bootstrapping Track at SaaStr Annual 2023 Next Week!

SaaStr

Nathan Latka of Founderpath is hosting a new bootstrapper workshop track at SaaStr Annual 2023 in our Executive Briefing Center. Anyone with a full pass can sign up through the Braindate app (the sessions are tagged as workshops / Super Braindates). Nathan is also giving out some tickets to his base as well. Next Week: 13 Bootstrappers On Stage, 9 Revenue Graphs, 18 SaaS Templates, 2 Book Signings ” We’re putting our money where our mouth is.

Revenue 249
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Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

Klaviyo filed their initial S1 statement today. This is the first S-1 we’ve seen in almost 2 years from a software company! A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more.

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The Dawn of AI : Pricing Power & Profits in NVidia's Business

Tom Tunguz

If we needed another exclamation point on the tremendous growth opportunity, NVidia’s earnings punctuated the euphoria with gusto. Revenue grew 88% in a quarter, nearly doubling. The company had projected $11b & exceeded projections by $2.5b or 26%. The Data Center business, which sells to clouds & consumer companies drove nearly all of the growth, surging 141% quarter-over-quarter to $10.3b & nearly 3x annually.

AI 238
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Driving Growth, Customer Satisfaction, and Retention through Usage-Based Pricing

As companies strive to boost revenue, deliver customer value, and stay competitive, they are increasingly embracing the potential of usage-based pricing.

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We Analyzed Millions of ChatGPT User Sessions: Visits are Down 29% since May, Programming Assistance is 30% of Use

Sparktoro

Generative AI, and ChatGPT in particular have been catnip to the tech press, the mainstream media, and the conversations of professionals in nearly every field. How is it going to disrupt your work?! Will AI replace you? Are Hollywood writers, real estate agents, dog walkers, and anesthesiologists even useful anymore?

ChatGPT 145
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BarbAIrians at the Gate: The Financial Opportunity of AI

Andreessen Horowitz

“Teldar Paper, Mr. Cromwell, Teldar Paper has 33 different vice presidents, each earning over 200 thousand dollars a year. Now, I have spent the last two months analyzing what all these guys do, and I still can’t figure it out. … The post BarbAIrians at the Gate: The Financial Opportunity of AI appeared first on Andreessen Horowitz.

AI 139
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Taggbox Review

The Daily Egg

Influencer marketing has become a powerhouse. People trust people. When we see someone just like us (or someone we aspire to be). The post Taggbox Review appeared first on The Daily Egg.

Marketing 246
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Business Disputes: You Always Lose

SaaStr

As time goes on with your startup, then your scale-up, then maybe even your public company … you will have to deal with disputes. At first, they will be rare. Then more common. Then they will escalate, and in many cases, you’ll be pretty sure you are on the right side of a series of disputes: A customer that doesn’t want to pay a signed deal A VC that backs out of a term sheet An employee that was never even really there that sues you, or threatens to A sales rep that sues for commissions on

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Addressing Top Enterprise Challenges in Generative AI with DataRobot

The buzz around generative AI shows no sign of abating in the foreseeable future. Enterprise interest in the technology is high, and the market is expected to gain momentum as organizations move from prototypes to actual project deployments. Ultimately, the market will demand an extensive ecosystem, and tools will need to streamline data and model utilization and management across multiple environments.

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10 Proven Ways to Generate Passive Income in 2023

Entrepreneur - SaaS

From starting an online business to publishing an ebook, these are smart passive income ideas to help you get started.

Business 143
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Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups

Tom Tunguz

If a startup raised a top quartile Seed round, Series A, B, & C, they typically would have grown headcount by about 6% in the last twelve months. The headcount growth rate for all other companies? About double at 12%. Here’s the catch : the difference isn’t statistically significant. In fact, comparing the headcount growth rates across top quartile fundraisers to bottom 3 quartile fundraisers, the result is the same.

Headcount 208
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This Creator Grew to 20k+ YouTube Subscribers – Then She Started From Scratch

Buffer Resources

When Aprilynne Alter started her YouTube channel in 2021, she didn’t expect it to grow the way it did. Her content about learning how NFTs work and documenting her progress in creating them attracted an audience of more than 22,000 subscribers. In the process, she learned how to grow on YouTube and gained an appreciation for the medium. But NFTs and the broader web3 space weren’t Aprilynne’s topic of choice.

Education 113
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What’s Next for FedNow (August 2023 Fintech Newsletter)

Andreessen Horowitz

TABLE OF CONTENTS FedNow finally launched. Now what? After four years of development (and 10 years since its announcement), the Fed launched FedNow this past July with 41 banks, including JPMorgan Chase, BNY Mellon, and U.S. Bancorp, and 15 service … The post What’s Next for FedNow (August 2023 Fintech Newsletter) appeared first on Andreessen Horowitz.

Banking 110
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How to Deliver a Modern Data Experience Your Customers Will Love

In embedded analytics, keeping up with the pace of innovation is challenging. Download Qrvey's guide to ensure your analytics keep pace so you can solve your user's biggest challenges, delight them, and set your product apart from the competition. The guide outlines how to use embedded analytics to: Increase user satisfaction Go to market faster Create additional opportunities to monetize your product It also shares what to look for to ensure your embedded analytics are keeping up with the lates

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Userpilot Review

The Daily Egg

It’s hard enough to get potential customers to try out your SaaS product. And, even then, once users are engaged with your. The post Userpilot Review appeared first on The Daily Egg.

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Dear SaaStr: What Do VCs Do When They Aren’t Sourcing or Closing New Deals?

SaaStr

Dear SaaStr: What Do VCs Do When They Aren’t Sourcing or Closing New Deals? VCs don’t spend most of their time working on new deals. They spend most of their time on existing investments. Imagine you are a VC on 9 boards of directors: Board meetings alone can take 20% or more of your time. Each board meeting takes a half day including travel, prep, etc. 9 boards x 8 meetings a year x 0.5 days = 36 business days right there.

Travel 242
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What Is Product Management? Roles, Process, Tools, and More

User Pilot

Product management is equal parts art and science – and it’s vital to the success of your SaaS. In this article, we’re going to unpack what is product management , how it differs from traditional project management, the role it plays in building products that delight your users, and the skills a good product manager must demonstrate to succeed.

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Context.ai - Unlocking Insight into LLM-Based Applications

Tom Tunguz

Large-language models have transformed how millions interact with products : from customer support to code generation to legal document analysis. These new engagement models invite users through a meaningfully different product journey. Every application now speaks English. Understanding user behavior is essential to building great products. How should a product manager gauge the customer experience?

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From Whims to Wins: How a Customer-Centric Portfolio Transforms Product Strategy

Speaker: John Mansour - President, Product Management University

You know that sinking feeling. You’ve come up with a winning product strategy, everyone’s on board and energized, and you’re halfway down the path to execution only to have it submarined by something someone convinced your leadership was more strategic! It’s a scenario that’s all too familiar, and it exemplifies one of the biggest struggles with individual product strategies.

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How Buffer’s Content Team Collaborates + Our Content Calendar Template

Buffer Resources

The world of social media and content marketing is a fast-moving space. Any individuals or teams working in those worlds know how essential it is to have the right tools in place to make everyday work flow more smoothly. At Buffer, not only are we writing and publishing blog and social media posts every day, we’re also a fully remote and distributed company.

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Investing in Socket

Andreessen Horowitz

Open source is the bedrock upon which all modern applications are built. But here’s the elephant in the room: There is a huge attack surface hidden within this seemingly solid foundation, and the proliferation of open source usage has opened … The post Investing in Socket appeared first on Andreessen Horowitz.

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Vcita Review

The Daily Egg

Running a business isn’t easy. And running a business without the proper tools is impossible. Businesses that require client management, appointment scheduling, The post Vcita Review appeared first on The Daily Egg.