Who is Nnamdi?

Private valuations substantially lag public tech valuations

Venture funding hasn't grown as much as you think

Revenue surprises permanently shift the trajectory of SaaS companies

Hiring freezes matter more than layoffs

COVID put software companies on a permanently lower growth trajectory.

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

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

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

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

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