Matt Harney
@SaaSletter
Founder @CloudRatings | Business of software newsletter below | Go @Padres
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👀Figma cohorts via roadshow They probably would be better off not showing these CAGRs here
This earnings season I'm going to do some 'building in public' experiments - just took a look at some of our core GTM metrics, focused on rate of change and momentum, and tried to assign a simple heuristic to each - followed by a 'forecast' if we can call it that. Figured if I…
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👀 MS CIO survey transcript - AI w $MSFT: “Success stories, fairly limited. I think we've had a number of great pilots, but getting them to production and trusting the responses we get back or some of the data is a little bit difficult.” - & Agentforce, Gensys etc commentary
PE software is highly illiquid right now. Unless you have an A+ asset with multiple parties willing to pre-empt, most GPs are delaying the launch of a process or even hiring a banker to keep market chatter to a minimum. Every failed process makes GPs even more tentative 😬
Weekend Watching: A clip from this week's event: Access Full Event Replay (like @G2dotcom, @ryan_c_walsh from @repvue) at: airmeet.com/e/fde309b0-397…
This week in What's Hot 🔥 in Enterprise IT/VC #455 I'm as bullish as ever but perhaps "A Nanosecond Pause in the AI Frenzy (With a Word from Wall Street’s Gordon Gekko—Yes, That One, AI Edition)" full post here: whatshotit.vc/p/whats-in-ent…
Software a great tactical long: 1. hated 2. spending fine 3. startup growth a NT tailwind for many 4. numbers conservative because set during lib day aftermath Many companies have great 1-2 year setups here, with no AI threat