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 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.
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 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.
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
Investors Enterprise Software Monetization is Fat-Tailed In enterprise software, averages are meaningless. Instead, focus on the tails.
Founders Top Three Strategic Priorities of Developer Productivity Startups What's top of mind for developer productivity leaders
Founders Six Trends Shaping Developer Productivity We interviewed developer productivity leaders. Here's what they said.
Investors Why Don't VCs Index Invest? VCs are picky, not because they have so many options but because they have so few.
Investors The Value of College May Be Negative for the COVID Generation You might think the value of a college degree has been increasing. You would be wrong.
Investors Byron Deeter and Jason Lemkin on the State of VC and the Cloud When to raise capital, what to expect from VCs, and the "new normal"
