Who is Nnamdi?

Investors

It's Valuations (Almost) All the Way Down

Venture funding hasn't grown as much as you think

Founders

Beats and Misses Are Forever

Revenue surprises permanently shift the trajectory of SaaS companies

Founders

Layoffs Don't Tell the Whole Story

Hiring freezes matter more than layoffs

Founders

COVID Hurt Most Software Companies

COVID put software companies on a permanently lower growth trajectory.

Investors

The Dark Matter of Software Valuations

Exploring the vast "dark matter" of the software universe

Founders

Series A Rounds Are a Math Test

Low monetization requires extraordinary traction, and vice versa.

Founders

Funding Simply Shifts the Bottleneck

A frothy funding environment means more competition for talent. Funding gets easier; hiring gets harder.

Investors

Breaking Apart the Rule of 40

Rules are meant to be broken, and the Rule of 40 is no exception

Founders

Schrodinger's Balance Sheet: When Equity Becomes a Liability

Preferred equity exists in a constant state of quantum superposition. It's neither equity nor debt, until it is.

Investors

Introducing a New and Improved SaaS Metric: Weighted ACV

ACV isn't as useful a concept as people think. We need a different SaaS monetization metric.

Investors

Companies Rarely Grow Into Their Valuations

Companies don't catch up to their valuations; their valuations catch up to them.

Developers

WebAssembly-ing the Pieces: Vectorized’s Data Policy Engine

Rather than ship data to code, which is expensive and latency-prone, why not ship code to the data?

Founders

You Can't Eat Relative Growth

In startup land, we talk way too much about relative growth. We'd do better to ground our thinking in absolute growth.

Investors

Do Wealthy Investors Have an Edge?

The super-rich earn more on their investments than the rest of us. Something nefarious, or something else?

Founders

PhDs Aren't Starting Companies Like They Used To

The burden of scientific knowledge and managerial complexity is crushing our best and brightest.

Founders

Awesome Developer Advocates Are Hiding in Plain Sight

Why you shouldn’t filter for social media following or prior experience

Founders

The Developer Productivity Manifesto Part 3 — Leaving Software on the Table

Quantifying the billion dollar impact of developer inefficiency

Founders

The Developer Productivity Manifesto Part 2 — More (Developers) Isn’t Always More

Adding more cooks to the kitchen rarely helps

Founders

The Developer Productivity Manifesto Part 1 — The Flywheel

Developer productivity is falling. But it doesn't have to. The solution? The Developer Productivity Flywheel

Founders

Four Challenges Facing Developer Productivity Startups

The biggest challenges facing developer productivity startups today

Investors

Robinhood Traders are Last to the Party

Robinhood traders get fleeced not by HFTs front-running milliseconds before their order hits but by other retail investors, days earlier.

Developers

Why Developers Love Redpanda

Why Vectorized's focus on developer experience will unlock real-time streaming for the great majority of developers

Founders

There's Nothing Magical About the SaaS Magic Number

Magic number is a bad metric. Sales and marketing drives much less revenue than this not-so-magical number implies

Founders

Product-Market Fit is Lindy

The longer you search for product-market fit, the less likely you will find it.

Developers

Why We Will Never Have Enough Software Developers

Developers are dropping out of the profession in large numbers