January, 2024

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Make Hay When the Sun Shines : Liquidity in Startup Exits

Tom Tunguz

Companies aren’t bought. They’re sold. Hang around startups & venture capital long enough, & you’ll hear this aphorism. It means it’s much easier to sell a company when there’s plenty of demand. In any given year, there’s an 82% chance the value of startup liquidity will change by more than 77% - both up & down.

Startup 248
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Venture Backed or Bootstrapped? There’s a Third Way. Just Raise One Round.

SaaStr

There’s so much debate on social media and elsewhere on bootstrapped vs VC. Bootstrapped you maintain control, and the unit economics. But many see it as so much harder. And it’s almost always longer. VC can let you go faster, but it can become an addiction. And the dilution all-in generally ends up being 60%-70% by the time you approach an IPO.

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The American Dynamism 50: AI Edition

Andreessen Horowitz

From the last mile to low Earth orbit, solar fields to the battlefield, artificial intelligence is redefining our barometer for progress. Thus, this year’s American Dynamism 50 — a16z’s annual spotlight on 50 groundbreaking tech companies advancing the national interest — all harness AI to fulfill their missions.

AI 143
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10 Standard UCaaS Features + 7 Cutting-Edge Capabilities

The Daily Egg

Successful organizations know that the more interconnected their communication channels are, the better they can perform overall. With UCaaS (Unified Communications as. The post 10 Standard UCaaS Features + 7 Cutting-Edge Capabilities appeared first on The Daily Egg.

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SaaS Essentials: Failed Payment Solution Guide

For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.

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Our First Fixathon: How We Squashed 44 Bugs in One Week

Buffer Resources

Buffer, as a company, closes the last week of the year every year, and historically, as an engineering team, we’d do a code freeze for the week before we’re closed so nothing broke heading into the holidays. (Pretty smart of us.)  This year, we did something different, and it still worked out. We used the last week of the year as a “fixathon” for our whole engineering team.

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The Fastest Growing Software Sectors in 2024

Tom Tunguz

The fastest growing software category in the public markets is security. Data follows. Security companies as a group average 29% expected revenue growth in 2024, compared to 23% for Data (or DaaS which stands for data-as-a-service). Fintech & SaaS (horizontal) average ten percentage points fewer expected growth. Anticipation of this growth propels multiples.

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Fake Multi-Product vs. Real Multi-Product

SaaStr

So one thing that’s changed radically in SaaS over the past few years if everyone has realized to truly scale, you need to be multi-product. Sometimes by as early as $20m ARR, sometimes by as late at $200m ARR, or later. But net net, the average public SaaS compay has 35,000 customers. So once you cross 3,500, let alone 10,000 — you’re starting to saturate most B2B markets.

Scale 341
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Forget Support — Optimize for Full Funnel Customer Success

FastSpring

With years of experience at managing customer success (CS), Jake Dipple knows how important it is to foster collaboration between businesses and their customers. And at a company like Sideways 6 — whose product is an idea management software to help organizations engage people and foster innovation — that emphasis on collaboration gets even louder. Jake, Head of Customer Success for Sideways 6, explains that the current trend is to measure their success through the customer’s success, with CS be

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8 IVR Survey Tips: Get Vital Feedback Instead of Noise

The Daily Egg

IVR surveys are a set of pre-recorded automated questions customers can answer via voice or phone keypads. Aside from the benefits IVR. The post 8 IVR Survey Tips: Get Vital Feedback Instead of Noise appeared first on The Daily Egg.

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An Omnichannel Payment Solution––Without the Complexity

Simplify omnichannel payments with a solution that unifies every channel through your platform. By integrating front-end systems like online, mobile, and in-store payments with robust back-end infrastructure, you can deliver a seamless payments experience without the need for heavy engineering. Omnitoken technology enhances security by tokenizing card transactions for reuse, enabling merchants to drive cross-selling opportunities.

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5 Themes We Expect to See Across Social Media in 2024 (ft. Expert Contributions)

Buffer Resources

“This year is going to be transformative!” As humans, we tend to say (and believe) this statement about every year. And it’s true – we don’t stay stagnant, and neither do the industries in which we work. But something about 2024 makes me think it stands poised to redefine the social media landscape and the creator economy.

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Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now ServiceNow Kicks Off Q4 Earnings Season ServiceNow kicked off Q4 earnings season on Wednesday (they are almost always the first software company to report), and I thought I’d dig in to see if they left any clues for what we should expect for the broader software market.

Cloud 161
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Open Source Models : What Can We Determine from Download Patterns?

Tom Tunguz

Open source models have become a critical part of the AI landscape. I was curious about the trends in the open source ecosystem, so I analyzed HuggingFace data on the top 300 open source models, both by overall usage & also the top of the trending list. Open source models are governed by open source licenses. Similar to regular open source software, Apache & MIT dominate the licenses by model count. 76% of the top models choose one of these licenses.

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Look, No VC Wants to Fund a Startup With So-So Growth. Except Maybe Your Existing Investors.

SaaStr

Ok some of this post I’d hope would be blindingly obvious. But it isn’t, so I’m going to try to help by being brutally direct: No VC on Planet Earth Wants to Invest in a Startup with Mediocre Growth None. No one. I can’t tell you how many emails a week a month that go something like this: “It’s been a challenging year with 30%-50% growth, but with some funding, we can grow much faster next year!

Startup 340
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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O'Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

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Why 2023 Was AI Video’s Breakout Year, and What to Expect in 2024

Andreessen Horowitz

This post has been adapted from a thread from a16z Partner Justine Moore on X. Follow Justine on X for more analysis and observations. 2023 was a breakout year for AI video. At the start of the year, no public text-to-video models existed. Just 12 months later, dozens of video generation products are in active use, with millions of users worldwide creating short clips from text or image prompts.

AI 134
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Squaretalk Review

The Daily Egg

Squaretalk offers a budget-friendly, adaptable, and intuitive cloud communication platform to enhance your sales and support teams’ performance and productivity. Its vast. The post Squaretalk Review appeared first on The Daily Egg.

Cloud 257
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5 Themes We Expect to See Across Social Media in 2024 (ft. Expert Contributions)

Buffer Resources

“This year is going to be transformative!” As humans, we tend to say (and believe) this statement about every year. And it’s true – we don’t stay stagnant, and neither do the industries in which we work. But something about 2024 makes me think it stands poised to redefine the social media landscape and the creator economy.

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Clouded Judgement 1.5.24

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now 10Y Rising The start of the year has not been kind to software stocks! In the basket I track and discuss in Clouded Judgement (~80 companies), no one is up on the year. In just the last couple weeks from mid December to today we’ve seen the 10Y move from 3.8% to 4%.

Cloud 152
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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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Dissecting Delegation: Diving Deep on The Missing B-School Class

Tom Tunguz

Last Friday’s post about delegation called The Class Missing from Business School, spurred a deluge of great advice from readers. There was a recurring theme when delegating: Identify the time-consuming & repetitive tasks by coloring or labelling your calendar, or calculating at the end of the week or month. Record a video/Loom/Scribe* detailing the process.

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Gartner: 2024 Will be Tougher Than We Thought, But We’ll Still Cross $1 Trillion in Software Spend

SaaStr

So Gartner is cutting back its growth projections for this year a bit. It was previously projecting a 13.8% spend in software spend in 2024 to over $1 Trillion. It’s now cutting that back a bit to 12.7% growth in 2024, basically flat with 2023. But that’s still a lot of growth. To over $1 Trillion in software spend worldwide — for the first time ever.

Software 333
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It’s Your Time to Shine — MozCon Community Speaker Application Form is Open!

The Moz Blog

MozCon is bringing the Future of Search back to Seattle this June 3 & 4, and we’re excited to announce the return of our annual call for up-and-coming community speakers!

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What is TCP and Why Is It Too Reliable for Making Calls?

The Daily Egg

TCP (Transmission Control Protocol) is a transport layer network protocol that is essential to how computers communicate. It’s commonly used for sending. The post What is TCP and Why Is It Too Reliable for Making Calls? appeared first on The Daily Egg.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Speaker: Jay Allardyce, Deepak Vittal, Terrence Sheflin, and Mahyar Ghasemali

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Organizations are already starting to face a host of transformative trends as the year comes to a close, including the integration of AI in data analytics, an increased emphasis on real-time data insights, and the growing importance of user experience in BI solutions.

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What is Good B2B Content? Content Leaders on 9 Must-Haves for Standing Out From the B2B Crowd

Buffer Resources

Inaccurate, packed with "filler," or completely AI-generated — bad B2B (business-to-business) content is easy to spot and even easier to find online. According to one study, it also costs over $50 billion annually due to wasted resources alone. But what makes B2B content good ? Tough question. With Google promising to prioritize "helpful content" going into 2024 and studies showing that as little as 5 percent of all content assets generate 90 percent of customer engagement

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The Future of Payments: Unleashing the Power of Integrated Payment Credit Cards & Debit Cards

USIO

Imagine a world where paying for things is super easy and secure. Integrated payment credit cards are making that happen! They’re like magic cards that combine regular credit card stuff with easy and smooth ways to pay. Let’s explore why these cards are exciting and what they could mean for how we pay for things in the future. Easy-Peasy Transactions: Integrated payment credit cards are here to make buying stuff a breeze.

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The 10x Salesperson

Tom Tunguz

The 10x programmer - engineers whose prodigious productivity and perspicacity change the arc of a business. But what about a 10x AE? A salesperson who books 10x more business than their next closest peer. 10x engineers use their knowledge of technology to achieve astounding feats. Why wouldn’t the same idea apply to sales? With AI, we will start to see sales outliers who meaningfully outperform & break quota expectations.

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A Low Burn Multiple is Great. But — It Doesn’t Mean You Won’t Run Out of Money.

SaaStr

David Sacks classic post on Burn Rate Multiple is A+ and a key metric for every venture-backed startup. It simplifies a lot of complexity into one metric. That if you’re venture-backed, yes, you do have money to spend (and burn). But the best burn less each month than they bring in in new bookings and revenue (a Burn Multiple of 1x or less).

Startup 332
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Launching LLM-Based Products: From Concept to Cash in 90 Days

Speaker: Christophe Louvion, Chief Product & Technology Officer of NRC Health and Tony Karrer, CTO at Aggregage

Christophe Louvion, Chief Product & Technology Officer of NRC Health, is here to take us through how he guided his company's recent experience of getting from concept to launch and sales of products within 90 days. In this exclusive webinar, Christophe will cover key aspects of his journey, including: LLM Development & Quick Wins 🤖 Understand how LLMs differ from traditional software, identifying opportunities for rapid development and deployment.

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Checking all the boxes

Payrix

Checking all the boxes How Payrix is helping the leader in self-storage operations software unlock value for customers. You never think about self-storage businesses until you need one. But they’re everywhere (up to 60,000 nationwide), hiding in plain sight. Storable , the leading provider of all-in-one software for the self-storage industry, has a vision for its payments solution that is reminiscent of the industry it serves.

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KrispCall Review

The Daily Egg

Whether you’re looking to enter new markets or simply offer your existing customers a better experience, communication is key. Unfortunately, many businesses. The post KrispCall Review appeared first on The Daily Egg.

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How to Create a Swipe File for Your Social Media Ideas

Buffer Resources

What do you do when faced with an empty page?  Chances are, you go hunting for some inspiration. Depending on your craft, your sources may vary from asking your friends or colleagues to doing a quick Google search. If you’re like me, you might pop into Pinterest and then get distracted for 30 minutes. That process is fine for a one or two-time situation, but when you have to repeat that every single time you need inspiration, it can become very frustrating very quickly.