Founders The Shadow Price of Venture Capital Valuations are 60% too high relative to the volume of venture funding
Investors We Don't Have Nearly Enough Startups Where did the explosive growth in venture activity come from?
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 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.
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.
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
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.
