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The 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires

SaaStr

Global Expansion : With customers spanning 135+ countries and continued international investment, HubSpot has successfully created a global business with significant growth opportunities (their TAM is $76B in 2024, growing to $128B by 2029, with <10% penetration across all products).

SMB 268
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How to Successfully Bring AI Products to Market at Scale with GitHub’s CRO

SaaStr

GitHub, founded in 2008, is a leading platform for software development and version control that has made waves since 2018 with its AI Copilot. Don’t underestimate the investments you need to make here to be compelling to your customers. Another big investment during rapid growth is digital moments.

Scale 264
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Product-Market Fit in Different Capital Environments

Tom Tunguz

When I asked him what he meant, he replied because capital was so plentiful and accessible today, he hired more expensive people, spent more time developing a product, and invested with a longer time horizon before demonstrating evidence of success. Invest -> Grow -> IPO/M&A -> Re-invest.

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One Line of Code Can Wipe a Billion Rows : Investing in Tobiko

Tom Tunguz

More than that, Tobiko enables data engineers to operate with the same discipline as software developers: creating development environments, writing tests to ensure code performs as intended, & simulating changes to ensure one line of code doesn’t wipe a billion rows.

Scale 185
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Doubling Down: Erica Brescia, Managing Director at Redpoint Ventures

SaaStr

What’s your most recent disclosed investment? joined forces with the incredibly talented Eiso Kant to build the world’s most capable AI for software development. What’s your sweet spot for investing — check size, stage, type of deal? We are currently investing out of our 9th Early Stage fund, a $650M vehicle.

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Investing in EngFlow

Andreessen Horowitz

Build is one of the most foundational tools for software engineering. Traditionally, it is the step in software development that takes the files written by engineers and compiles them into machine runnable code, but build has become so much more. … The post Investing in EngFlow appeared first on Andreessen Horowitz.

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Investing in Svix

Andreessen Horowitz

They’ve often lived through the pain of bad software, diagnosed the cause of their suffering, and made it their mission to convince the world they have … The post Investing in Svix appeared first on Andreessen Horowitz. Every so often, we meet founders with unusually strong conviction about solving systems problems.