February, 2024

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How AI Will Usher in an Era of Abundance

Andreessen Horowitz

It’s impossible to talk about new technology without talking about human flourishing — every new technology from the plow to the microchip has typically been followed by a period of newfound wealth for consumers in the form of cheaper goods, improved productivity, and longer, healthier lives. In many ways, the most financially average person in our modern society experiences daily luxuries that history’s Pharaohs and Caesars could not imagine: instant communication, broadcast television, global

AI 133
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7 Things to Do When You’re Struggling

SaaStr

Dear SaaStr: What’s Your Best Advice for Struggling Entrepreneurs? Having struggled a lot myself in the early days several times … just a few thoughts to summarize my learnings: 1. Get help & upgrade the team. This is the #1 thing you can do to move the needle. Don’t be ashamed to ask for help. Especially if you are struggling.

Startup 299
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AI Design Patterns

Tom Tunguz

As we’ve been researching the AI landscape & how to build applications, a few design patterns are emerging for AI products. These design patterns are simple mental models. They help us understand how builders are engineering AI applications today & which components may be important in the future. The first design pattern is the AI query router.

AI 297
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Clouded Judgement 2.9.24 - Dilution Dilution Dilution

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 Are Forward Estimates Going Up? Going in to this earnings season I expected a big driver of stock price performance to be how 2024 full year estimates change pre / post earnings. Since the macro feels more “stabilized” it felt fair to assume “are numbers going up or down” to be the question most correlated with stock price performance.

Cloud 195
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Beyond the Basics of A/B Tests: Innovative Experimentation Tactics You Need to Know as a Data or Product Professional

Speaker: Timothy Chan, PhD., Head of Data Science

Are you ready to move beyond the basics and take a deep dive into the cutting-edge techniques that are reshaping the landscape of experimentation? From Sequential Testing to Multi-Armed Bandits, Switchback Experiments to Stratified Sampling, Timothy Chan, Data Science Lead, is here to unravel the mysteries of these powerful methodologies that are revolutionizing how we approach testing.

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fsBuilds: Offloading WooCommerce Checkout & Subscriptions to FastSpring (Video)

FastSpring

fs Builds features developer-built projects showing step-by-step examples, code snippets, and advice on how to approach building with FastSpring. The goal of this series is to not only help you build with FastSpring, but also to inspire you with new and unique ways to leverage FastSpring’s systems to best serve your company. As always, our support and sales engineering specialists are available to help if you need assistance along the way.

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Four Steps to a Better-Performing About Page

The Moz Blog

An About page is often part of a buying journey. It can drive people to your site and help convince them to trust your brand, boosting both brand loyalty and conversions. Ann shares four key steps to create better-performing About pages.

Branding 123
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Sapphire Ventures: GenAI Funding is Up 271%. Everything Else? Down -36%

SaaStr

So most of you can probably infer from funding posts and press releases just how much B2B funding is going into GenAI startups. But exactly how much? Sapphire Ventures has the latest data. In 2023: GenAI funding was up a stunning +271% (!) But overall, B2B VC funding was down -36% 2024 seems to be pretty much the same. Top SaaS VCs are investing 80%+ in AI-first startups: This is where the VC frenzy is right now.

AI 299
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The Sudden Repricing of Startups in Early 2024

Tom Tunguz

We’re entering a new pricing environment for software: AI vs non-AI. It’s only happened in the last few weeks. Recent earnings have pushed some of the most important companies to all-time highs. Company Performance Confluent 34% Cloudflare 21% ServiceNow 20% Microsoft 14% This dynamic doesn’t favor everyone. Theory created a public market AI index to track software companies who have significant product plans or current AI businesses.

AI 251
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Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

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 January Green Shoots A couple key software players have given us commentary in their Q4 earnings report (quarter ending December) that January (the first month of Q1) saw some green-shoots. Could this be the sign of a slow rebound?

Cloud 161
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How Investors & Strategic Buyers Evaluate Integrated Payment Strategies

Explore how integrated payment strategies impact investor and buyer evaluations. Payments are more than a feature — they’re a key to long-term success and market differentiation. They help SaaS companies offer seamless user experiences and efficient operations. Investors and strategic buyers assess these integrated payment strategies as a measure of a company's growth potential and sustainability.

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FastSpring at Game Developers Conference 2024!

FastSpring

Ready to join the game industry’s premier professional event? If so, join FastSpring at Game Developers Conference 2024 at Booth S1931! We’d love to talk with you in person! Join us at the Moscone Center in San Francisco from March 18-22nd, for an extraordinary event dedicated to continually defining market innovations and providing insight into the future of games.

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Why (and How) to Think About Your ROI of Global Digital Payments

BlueSnap

When CFOs and other business leaders think about their return on investment, it is easy to overlook payments. However, your global digital payments strategy can significantly impact profitability. The post Why (and How) to Think About Your ROI of Global Digital Payments appeared first on BlueSnap.

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Virtual Data Rooms: The Unsung Hero of Biotech Financing

Andreessen Horowitz

The biotech industry is built on one of the cleanest go-to-market strategies in existence: if you make a safe drug that really works, patients are likely to receive it and payors are likely to pay for it. This simplicity is of course shrouded in the complexity of biology, and demands that biotech companies thoughtfully de-risk existential concerns throughout the drug development lifecycle.

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Dear SaaStr: What Is The Best Indicators of Product Market Fit at an Early Stage SaaS B2B Startup?

SaaStr

Dear SaaStr: What Is The Best Indicators of Product Market Fit at an Early Stage SaaS B2B Startup? This is a rough metric, but I’d say from experience working closely with 25+ SaaS companies … if you aren’t growing > 10% a month after $10k in MRR or so … then you don’t yet have product-market fit. Not yet at least. One way or another, every reasonably fast-growing SaaS company hits double-digit growth, for a while.

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How To Package & Price Embedded Analytics

Just by embedding analytics, app owners can charge 24% more for their product. How much value could you add? This framework from Software Pricing Partners explains how application enhancements can extend your product offerings. You’ll learn: How to take a disciplined approach to pricing The three elements of the Packaging Decision Framework Ways to structure your new embedded analytics offering Download the White Paper to learn about How To Package & Price Embedded Analytics.

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What If LLMs Change the Business Model of the Internet?

Tom Tunguz

Last week, Reddit filed their S-1 to go public. At least 10% of their revenue - about $60m - comes from selling data to train Large Language Models. Reddit’s data sales revenue will likely be much more than 10% by the end of the year. Quoting directly : We expect our growing data advantage and intellectual property to continue to be a key element in the training of future LLMs.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

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 Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud.

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How a Lack of Direct-to-Consumer Options Hurts Players

FastSpring

A lot of big changes around direct-to-consumer options in the games industry have been going on in the past few months. For example: The settlement between U.S. States and Google. A ruling in favor of Epic in Epic Games v. Google. The Supreme Court rejecting appeals from Apple and Epic. Apple’s most recent announcement of policy changes skirting around the new DMA rules.

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The Best Way to Drive Demand in Marketplaces is Hiding in Plain Sight

Casey Accidental

This essay was co-created with Dan Hockenmaier. In marketplace businesses, the network is the product. If you’re not growing both supply and demand, the product generally isn’t getting better over time. And your network effects which compound organic growth are not getting better, and probably getting worse. Most marketplace founders and leaders intuit this over time, so they obsess over growth metrics.

Payments 115
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People, Passion & Perfection: The Key Ingredients for an Awesome Product

Need help launching innovative software quickly? Dive into "People, Passion, and Perfection" and unlock the secrets to building excellent products in the digital age. Fast-track your journey with Tech Accelerator: Agile and Cloud-Native for flexibility & scalability AI-powered innovation for faster results Quality at every step for a flawless user experience See real impact across industries: Healthcare: Empower patients and medical professionals with intuitive solutions Education: Transform cla

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Gross Retention vs. Net Retention: What’s the Difference?

Totango

To make it to the Super Bowl, a football team must have two things: a strong defense and a strategic offense. The defense maintains a good field position and prevents the opposing team from scoring points, while the offense orchestrates smart plays to gain additional yards and score points. Similarly, to be successful, an enterprise needs to be able to prevent churn and increase revenue growth.

Retention 108
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Dear SaaStr: Is It Normal for a Founder CEO to End Up With Just 10% Equity?

SaaStr

Dear SaaStr: Is It Normal for a Founder CEO to End Up With Just 10% Equity? Yes. Roughly speaking, this is what generally will happen after 3 rounds of traditional venture capital. If the company sells 15–20% in each round, and 15–20% is reserved for employees, that typically will leave 15–25% for the founders in total. Q4 2023 Median primary round dilution: ⚪️ Seed: 19.9% ?

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The Secrets to Building Vibrant Communities in Web3 Open-Source

Tom Tunguz

The Community Source licenses may be the future of open source software. With closed-source software, the code isn’t shared outside the company that wrote it. Open-source code is freely available to examine & use. Open-source companies like Elastic ($13b), Confluent ($10b), MongoDB ($33b) have been phenomenally successful. Along the way, many of them have changed their licenses to shield themselves from copycats.

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Clouded Judgement 2.23.24 - Rule of X

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 Rule of X Meritech and Bessemer both recently did an analysis that looked at the Rule of 40 and asked the question “what if growth / profitability shouldn’t be treated equally in the Rule of 40?” The Rule of 40 looks at the sum of a companies growth rate and FCF margin (or some other profitability metric like EBIT margin) and says that the sum s

Cloud 152
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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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fsBuilds: Automate B2B Quotes & Payments by Integrating Salesforce and FastSpring (Video)

FastSpring

About this series: fs Builds features developer-built projects showing step-by-step examples, code snippets, and advice on how to approach building with FastSpring. The goal of this series is to not only help you build with FastSpring, but also to inspire you with new and unique ways to leverage FastSpring’s systems to best serve your company. As always, our support and sales engineering specialists are available to help if you need assistance along the way.

Payments 124
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Investing in Tigris

Andreessen Horowitz

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices.

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SOC 2 Audit: The Essentials for Data Security and Compliance

Scytale

Spoiler alert: money doesn’t make the world go around. It’s data security and compliance. But don’t just take our word for it. 73% of consumers are more concerned about their data privacy now than they were a few years ago. But the importance of data security and compliance is old news, and customers no longer prefer companies with robust security standards – they demand it.

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64% of You Are Growing Your Sales Teams in 2024

SaaStr

So layoffs still fill the headlines in 2024. Even now. I thought we’d be behind them by now, that the cuts were sort of a one-off. But now everyone is focused on getting more and more efficient. To $300k-$400k+ per employee at scale. So cuts continue. But don’t the headlines obscure what’s really happening, because they tend to shout out quieter trends.

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How to Achieve Product-Market Fit

Speaker: Dan Olsen - Product Management Trainer and Consultant, Author, and Speaker

Everyone working on a product is trying to achieve the same goal: product-market fit. But most products fail to do so. In this webinar, product management expert Dan Olsen will share his simple but effective framework for achieving product-market fit from his book The Lean Product Playbook. He will explain his Product-Market Fit Pyramid and The Lean Product Process, a 6-step methodology that guides you through how to: Determine your target customer Identify underserved customer needs Define your

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Standard Issue AI

Tom Tunguz

“For some companies, [AI is] going to be standard issue like a PC.” It’s not just for some. Many companies are moving in this direction. Across Microsoft products, OpenAI infrastructure, Github CoPilot (for coding), & Power Platform (for Office users) the growth is spectacular. Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 230 10/1/23 18 1 126 7/1/23 11 63 4/1/23 2.5 36 OpenAI & Power Platform organizations have doubled or t

AI 180
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How to Use DMs for Networking (+ Real-life Examples from 7 Writers)

Buffer Resources

You’ve probably received dozens of spammy, impersonal direct messages (DMs) in your social media inboxes that you never bothered replying to. Think messages from people who misspell your name, are clearly looking to sell you something you don’t need, or are just copy-pasting text en masse.  It’s little wonder that DMs get a bad rap, and most tend to shy away from sending them.

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How to Sell a Mobile App or Game Outside App Stores

FastSpring

Thanks to Tony Markov for contributing to this article! If you’re not sure how to sell an app direct to consumer (D2C) outside the app stores — or if you’re looking for a new way to monetize your mobile app or game — you may be wondering what options you have. Steep fees from platforms like the Apple App Store and Google Play can understandably cause game developers and app creators to look beyond the convenience and ubiquity of traditional app marketplaces, but restrictions from the platform pr