Tom Tunguz
AUGUST 29, 2022
Since then, the fourth crypto winter has dropped snow atop web3, but the revenue decline isn’t equal across web3 software. NFT marketplace revenue collapsed 62% since the beginning of this year. This chart shows the decline in monthly revenue from January to August. Decentralized exchanges (DEX) revenue has fallen 10%.
Tom Tunguz
JUNE 22, 2022
Ad Networks educate users about new projects while providing revenue to Publishers, application developers and content publishers. While many may turn up their nose at this idea, ad networks will become essential to the ecosystem’s long-term success, providing both distribution and revenue.
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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.
Tom Tunguz
OCTOBER 27, 2018
enterprise value/trailing twelve month revenue multiple. in annual revenue growing at 19% annually at 85% gross margin. Only 12% of revenue is professional services. Only 12% of revenue is professional services. Revenue contribution across these categories is 64%, 23% and 13%. This price values the company at a 10.6x
SaaStr
DECEMBER 1, 2024
Deeper Bio: Early Life and Education Graduated with a Computer Science degree from The Academic College of Tel Aviv-Yaffo Demonstrated early interest in technology and software development Served in the Israeli Defense Forces’ Intelligence Corps, where he developed technical and leadership skills Early Career Began career as a software developer (..)
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. Revenue multiples are a shorthand valuation framework. On top of that- we HAVE seen significant pricing pressure. Top 5 Median: 15.4x
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.
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