Tom Tunguz
AUGUST 29, 2022
The two most salient NFT collections, Bored Apes & Crypto Punks, have seen their prices fall by 50% from their highs , reducing trading volumes & marketplace fees. As blockchains look to foster healthy ecosystems, they will need to build a portfolio of application developers across different categories.
Tom Tunguz
APRIL 8, 2023
Blockchains are databases application developers use to build novel user experiences. They provide faster & less expensive transactions for application developers. For an individual transaction, the difference may not matter, but for application developers & frequent traders, those dollars accumulate over time.
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Tom Tunguz
OCTOBER 27, 2018
IBM will spend 31% of their current market cap for Red Hat and pay a 70% premium to Red Hat’s closing price on Friday. This price values the company at a 10.6x This price values the company at a 10.6x Relative to other multiples paid this year, this acquisition price isn’t an extreme.
Clouded Judgement
SEPTEMBER 27, 2024
AWS now has 200+ distinct products across compute, storage, databases, networking, monitoring, security, analytics, infrastructure monitoring, application development, etc, and more recently AI. On top of that- we HAVE seen significant pricing pressure. S3 has dropped nearly 97% in price, while EC2 has fallen nearly 90%!
Kellblog
AUGUST 7, 2019
Equal Value: The Price-Ramped Deal. Price-Ramped). If I’m not sure we’ll get paid in years 2 and 3 – say it’s for a brand-new product that has never been used at this scale – then I might revert to the more GAAP-oriented, 1-2-3 approach, effectively treating the deal not as a price ramp, but as an auto-expander. GAAP revenue.
Practical Advice on SaaS marketing
MARCH 26, 2010
Though it lacked the docks, furnaces and railroad tracks of the River Rouge facility, the earlier generation of software applications were also build through a complete vertically-integrated process. The developer was responsible for the entire solution, from the user-interface down through the entire "stack" to the silicon.
Neil Patel
DECEMBER 17, 2020
Low-Code Application Development. Low-code application development platforms weren’t built for BPM, but they are growing in popularity as a solution. Low-code application development platforms allow novice developers the ability to whip up custom applications that meet unique business needs.
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