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The New Software GTM Playbook

Tom Tunguz

The new software GTM playbook has yet to be written. Figuring out how to consistently produce wow moments with non-deterministic software is essential. Ultimately, pricing captures 15-30% of the value the software/AI creates. But the companies who figure it out will become the next wave of massive businesses.

Software 238
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Writing Software for Robots

Tom Tunguz

What will it mean for software vendors? In addition to human documentation, I wonder if software vendors will publish documentation bespoke for large language models that improve the accuracy & performance. What are some other implications when AI uses software on our behalf that you foresee?

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Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Great Services-To-Software Rotation There's a lot of debate right now about the economic impact of GenAI. They contend that AI agents, capable of handling infinite workloads, will ultimately reduce the need for software spend.

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Is the Software Market in Trouble?

Tom Tunguz

Last week, public software markets suffered significant compression. Future revenue ramps have been the dominant driver of software valuations for the vast majority of the last decade. Some context is helpful : during the same period, total software revenue across the public companies grew from $124b to $592b.

Software 257
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Solving the Payments Puzzle: What SaaS Pros Need to Know

From emerging payment technologies to the importance of intuitive software design, the world of embedded payments is rapidly evolving. How do you stay ahead while serving up what merchants really want in your software offerings? The Merchant Insider report is here to help, offering unique insights into the merchant perspective.

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Are Software Companies Good Businesses?

Tom Tunguz

In “Do software companies actually have good margins?”, ”, Benn Stancil makes a case for a counterintuitive point : Software companies are much less profitable than they might seem. Because the research & development costs associated with software should be part of their cost of goods sold.

Software 226
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Massive Acquisitions in Software Startups

Tom Tunguz

In the last decade, the total number of venture backed software M&A by count has remained relatively constant. Nevertheless, there are huge differences between the total value created by software M&A annually. What drives the acquisition market of startups? It’s the big deals.

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SaaS Payments 101: Roadmap for Monetizing Payments

Embedded solutions have taken the software industry by storm and disrupted the traditional distribution network for financial services, like payment processing. Explore this whitepaper to learn more about the payfac opportunity and why it has never been more important to your software business.

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How To Package & Price Embedded Analytics

This framework from Software Pricing Partners explains how application enhancements can extend your product offerings. Just by embedding analytics, app owners can charge 24% more for their product. How much value could you add?

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A Complete Guide to Embedded Payments

This concise overview equips software companies with the insights needed to optimize their payment ecosystems effectively. Explore various models of Embedded Payments, uncovering their benefits, drawbacks, and impacts on customer experience. Download today to learn more!

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Secure SaaS Success: Embedded Finance as a Competitive Advantage

Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms

Join us for an exclusive webinar hosted by Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms, where he’ll explore the significant impact of embedded finance on the software industry!

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Embedded Analytics Insights for 2024

To better understand the factors behind the decision to build or buy analytics, insightsoftware partnered with Hanover Research to survey IT, software development, and analytics professionals on why they make the embedded analytics choices they do.

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The Essential Guide to Analytic Applications

Read more on: How embedded analytics is transforming product roadmaps How to add value to your software with predictive analytics Common mistakes to avoid when presenting data Download the white paper to learn about the essential guide to analytic applications.

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7 Essential Criteria for Choosing the Right Payments Partner

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

Key Takeaways: Strategic Partner Evaluation 🤝 Identify the key factors that determine the perfect fit for a payments partner and unlock success for your platform Beyond Just Technology 📲 Understand why your payments provider needs to be an innovative ally, offering solutions that go beyond basic tech integration Maximizing Growth Potential (..)

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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. This article serves as a comprehensive guide, offering actionable insights for software companies. Discover 6 key reasons behind the struggles many face.