Parse notes
The Wall St Journal recently looked into IPOs. 80% of IPOs since 2020 are trading below their IPO price. A bad IPO market creates stress across the entire venture stack. If people aren’t making money at the top, things like price will need to change further down at the bottom.
Modern businesses produce 2x more revenue per employee than their decade old selves. This article dives into the stats behind 13 public software companies that have meaningfully increased their RPE.
A breakdown of the major announcements from OpenAI’s Dev Day and its implications on the technology industry.
Made popular by the likes of Google Azure, AWS, Twilio, and Stripe, consumption based pricing is gaining popularity. Particularly in a market where buyers don’t want to pay for more than they’re using. For your sales org, it means the lines between pre-sales and post-sales are blurred, and you’ll need effective internal tooling to measure incremental ARR from accounts.
This study found that companies whose real-world employee connections put them at the center of their professional communities performed better than peer companies whose workforces were less well-connected. Perhaps something to start to look into during your hiring process, even for non-customer-facing roles.
This blog explores the finance stacks of a handful of top startups like Brex, Webflow, and Public. The finance stack has gotten some love over recent years, with more than 150 venture-backed options for FP&A alone. Pass this one on to your finance team.
Let AI automate your meeting notes using GPT-4 Turbo.
Scrape global marketing data to make your marketing work.
Prevent disputes before getting banned from Stripe.
The importance of developer relations for technical products is increasing. As competition gets hotter, developers need social proof from their peers before they’ll use a new product. Engineering-led sales can be a way to extend the successful pattern of founder-led sales before you hire your sales team.
In the early stages of South Park Commons, there was a lack of clear language to describe its purpose. This phase, now termed "-1 to 0," represents a crucial period where ambitious technologists and founders determine their future focus, a process more challenging and crucial than often recognized, requiring a shift from mere talent to developing deep conviction about what and how to build.
The rapid advancement of AI, particularly AGI, could significantly impact the valuation of SaaS and tech companies by increasing competition, compressing margins, and reducing the demand for traditional project management and CRUD apps, while also challenging incumbents with new AI-native startups and self-serve app creation, ultimately leading to a shift in the software value chain.
The Copilot AI business model enhances existing workflows for efficiency without creating new markets or disrupting lower ends, but its true disruptive potential lies in reimagining workflows, a challenge that could unlock significantly larger market opportunities.
Amazon has partnered with Snapchat to enable in-app shopping, allowing users to purchase products directly from ads within the social app using linked Amazon accounts.
The "surface area of luck" theory posits that actively engaging in diverse and valuable activities, expanding one's network, and consistently applying effort over time can increase the likelihood of encountering serendipitous opportunities.