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A New Chapter

Tom Tunguz

The US venture capital ecosystem has grown 40x in dollars from $8b to $320b invested in 10 years. Fueled by this capital, startup company formation rates touched fifteen-year highs in 2021. After more than 14 years at Redpoint, I’m starting a new chapter. I’m filled with optimism for the future.

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AI Superpowers - A History of Chinese Startups and the Implications for the Future of Startupland

Tom Tunguz

Chinese startups raise nearly half of all venture capital dollars and nearly 100 are valued at $1B. He’s a venture capitalist in China and knows the ecosystem well. The first is his view of the influence of machine learning in the world. There are two ideas in the book that will remain with me.

AI 156
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The Rising Stakes in SaaS

Tom Tunguz

I believe competition is a major driving force, especially since venture capital is conspicuously copious. Machine learning, broad consolidation, category creation, and new distribution models each will change the SaaS ecosystem in fundamental ways. SaaS company formation has fallen by 44% in the last 3 years.

SaaS 189
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Loyalty Prime Raises $5.5 million for Next-Generation, AI-based Loyalty Marketing SaaS Platform

The SaaS Garage

The venture capital portfolio currently consists of 31 technology companies. With an invested volume of more than EUR 300 million, BayBG is one of the major venture capital and investment companies in Germany. link] Contact BayBG: josef.krumbachner@baybg.de

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Has SaaS Become Commodified?

Tom Tunguz

Next-generation machine learning tools are also available by API and improving all the time. The surge of venture capital in the last five years worsens this predicament. First, the technology barriers to starting a SaaS company continue to fall. Second, the customer acquisition playbook is well known. I will add another.

Scale 189
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Who’s building the Copilot for VCs?

Point Nine Land

It would require the integration of several AI technologies, such as natural language processing (NLP) to understand and generate text, machine learning (ML) to learn from user actions and preferences, and automation to perform tasks. The security and privacy concerns mentioned are real.

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The Decline of New SaaS Company Formation

Tom Tunguz

This is counterintuitive considering the broader venture capital backdrop of near record venture investment in software. Machine learning in SaaS is nascent. Perhaps there a substantial delay between when the business is founded and when it appears in Crunchbase. However, Pitchbook analysis corroborates this trend.