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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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Top 10 SaaStr Videos of the Week: Tomasz Tunguz, Demostack, State of the Cloud, Snowflake and More!

SaaStr

(or Really, #1) “State of the Cloud 2021 with Bessemer Venture Partners” This annual SaaStr tradition with Bessemer Venture Partners is better than ever. Do a deep dive into the data, trends and more in Cloud in 2021. Yes, you can get to $100m in revenues without $100m in venture capital. #6.

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The 5 Best Customer Retention Strategies for Subscription Businesses

Totango

While it’s no doubt a thrill to pursue and persuade a new customer to work with your enterprise, for software and subscription-based businesses, the real value lies in customer retention. The modern subscription-based economy has empowered customers to think short-term , with promises of being able to opt-in, cancel anytime, and leave freely.

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How I Built a Profitable Newsletter Business

Buffer Resources

I was working at a Venture Capital firm and was feeling the itch to create something new on my own. Through those relationships, I noticed a trend: founders of startups are no different than anyone else. Milk Road did well because it capitalized on crypto at peak popularity. ExplodingIdeas.co

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VC consumer investment trends by sector and stage

Tom Tunguz

Yesterday, I showed the increasing share of venture capital investments consumer companies represent. But examining the trends at a category level may mask patterns by consumer category and also by stage. Given the challenges of many of these companies, I suspect this trend to reverse.

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How I Built a Profitable Newsletter Business

Buffer Resources

I was working at a Venture Capital firm and was feeling the itch to create something new on my own. Through those relationships, I noticed a trend: founders of startups are no different than anyone else. Milk Road did well because it capitalized on crypto at peak popularity. ExplodingIdeas.co

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The Subscription Model is the New Standard

SaaSOptics

Magazines, newspapers, life insurance, phones, security services, and a long list of products and services have been sold for decades using the subscription model. The difference now is how important and meaningful the subscription model has become to the national economic engine. What has changed?