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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

Payments 277
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53 Questions Developers Should Ask Innovators

TechEmpower SaaS

At TechEmpower, we frequently talk to startup founders, CEOs, product leaders, and other innovators about their next big tech initiative. After all, that’s what tech innovation is all about. ” or “Are you developing for desktop, tablet, mobile, or all three?” Are you targeting desktop, tablet, or mobile?

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The Keys to Getting to $500M ARR In Just 7 Years with Attentive’s CEO

SaaStr

Everyone knew mobile commerce was exploding (from 15% in 2014 to 75% in 2024), but reaching customers on mobile was broken. The learning: When you solve a genuinely hard problem, you get three moats for free: Technical advantage through innovation Legal protection through patents Thought leadership in the space 2.

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Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021

SaaStr

But my view has been that while AI spend is a way of innovation like we haven’t seen since mobile exploded, at the same time, there is only so much budget in the end. And you can see it in AI Mania. Where 100x, 200x, even 300x ARR deals are the norm for the hottest deals. We’ll see.

Startup 293
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An Omnichannel Payment Solution––Without the Complexity

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. Scale your software with an innovative, holistic approach to payments that fuels merchant success and growth.

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The Innovator's Dilemma for SaaS Startups

Tom Tunguz

See also: Innovator’s Solution for SaaS Startups. I believe we’re seeing Clay Christensen’s Innovator’s Dilemma at play. I believe we’re seeing Clay Christensen’s Innovator’s Dilemma at play. The Innovator’s Dilemma starts all over again, leading to a new cycle of innovation.

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Solving the Innovator’s Dilemma: How successful companies are embracing innovation units

Intercom, Inc.

Few books have chronicled how innovation takes place – and how market leaders fail to seize it – as well as Clayton Christensen ’s seminal book The Innovator’s Dilemma. So why not take a page from the startup book and set up new avenues and opportunities so people can innovate in their job? And that’s what we’re exploring today.