Tom Tunguz
JUNE 19, 2022
Jeff Bezos wrote this to start his annual shareholder letter in the year 2000. Bezos continued: So, if the company is better positioned today than it was a year ago, why is the stock price so much lower than it was a year ago? All this took patience: Amazon’s share price exceeded the dot-com high Oct 23, 2009, a decade later.
SaaStr
JANUARY 28, 2025
Future of SaaS Pricing and AI Adoption Headwinds The future of SaaS pricing involves more outcome-based pricing, as it reflects the value created for customers. The focus on the customer is critical when creating new categories, and educating and positioning these categories can be challenging.
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Tom Tunguz
MARCH 23, 2023
First, the market hasn’t yet determined the clearing prices for Series B companies. The new pricing norms, the multiples of ARR which declined from 100x ARR , aren’t broadly accepted. Second, startups who raised Series As in the last 18 months raised the biggest Series As seen since 2000.
Tom Tunguz
JANUARY 4, 2023
In percentage terms, last quarter dropped the most since 2000, falling 94% year-over-year. A $22m median M&A price implies most of these transactions were acquihires - acquisitions that value a company for its team. During the 2013-2014, median acquisition prices increased by 50% in less than a year, from $36m to $54m.
SaaStr
JANUARY 3, 2021
One question I struggled with a lot in the early days was what price points supported inside sales reps. It was clear to me that our freemium offering, priced at from $0 to $19/month, couldn’t really support a traditional inside sales team. A $2000 ACV? What about a $199 or even a $99/mo price point? And it worked.
Tom Tunguz
JUNE 5, 2021
Our story starts in the bottom right of corner in the year 2000 with 6% interest rates and $18.2b Bond yields govern the price of loans, so the impact of higher rates on PE costs/returns is direct and immediate. The x-axis plots yield of the 10 year Treasury (average for the year). These numbers move markets.
SaaStr
MAY 10, 2023
Pricing is up a modest but material 6% on a constant currency basis, and 3% on an as-reported basis, from a year ago. #3. Their focus is customers with 2-2,000 employees, and “up market” is 200-2000. Basically, we all have to now. #2.
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