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A DATA-DRIVEN LOOK AT THE RISE OF AI

This is a slide-heavy post from the Cerebral Valley AI Summit that takes a data approach to looking at the growth of AI. We all hear it constantly, but the data backing it up is pretty immense. Most interesting is the growth and subsequent collapse of developer interest.

2023.11.17
newcomer.co6 min readTLDR Founders

DECISIVE AND COURAGEOUS

You will sometimes have to make key decisions. These opportunities are few and far between, and it’s much easier to let them pass you by. It’s all about having the courage to make a decision, right or wrong, and to do it with conviction.

2023.11.17
jaredhecht.com2 min readTLDR Founders

80% OF IPOS ARE BROKEN

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.

2023.11.15
saastr.com2 min readTLDR Founders

FOUR SALES COMPENSATION TACTICS FOR CONSUMPTION-BASED GTM

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.

2023.11.15
saastr.com7 min readTLDR Founders

WHY YOU SHOULD CARE ABOUT YOUR EMPLOYEES’ LINKEDIN CONNECTIONS

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.

2023.11.15
hbswk.hbs.edu4 min readTLDR Founders

THE CFO TECH STACK GOING INTO 2024

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.

2023.11.15
mostlymetrics.com7 min readTLDR Founders

THE RISE OF ADVOCATES IN SELLING SOFTWARE

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.

2023.11.15
akashbajwa.substack.com7 min readTLDR Founders

TO GO 0 TO 1, FIRST GO -1 TO 0

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.

2023.11.15
every.to7 min readTLDR Founders

AGI’S IMPACT ON TECH, SAAS VALUATIONS

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.

2023.11.15
nextword.substack.com5 min readTLDR Founders

COPILOT IS AN INCUMBENT BUSINESS MODEL

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.

2023.11.15
matt-rickard.com2 min readTLDR Founders

BEYOND THE SURFACE AREA OF LUCK

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.

2023.11.15
edlatimore.substack.com8 min readTLDR Founders

THINGS AREN’T GETTING BETTER IN SAAS, YET

HubSpot, Datadog, Wix, and Shopify all recently posted healthy growth rates. However, the reports from the CEOs at HubSpot and Zoominfo were clear - things aren’t getting easier, but perhaps the worst has bottomed out.

2023.11.13
saastr.com2 min readTLDR Founders

BE CAREFUL WITH YOUR ASKS

Imprecise asks from leaders cause a disproportionate amount of turmoil and wheel-spinning. As founders, you can fall into the trap of asking for something perceivably small in a meeting that actually compounds into a large task involving lots of your team. Weigh those asks carefully before you make them.

2023.11.13
staysaasy.com2 min readTLDR Founders

PURCHASING PATTERNS IN SOFTWARE

You’ve perhaps felt this firsthand from either side of the table. We’re seeing slower and fewer new purchases of software. The average sales cycle has lengthened from 32 to 44 days for net new software, a 37% increase.

2023.11.13
tomtunguz.com2 min readTLDR Founders

THE 10X EXERCISE FOR FOUNDERS

As a thought exercise, think about what would happen if your business grew 10x. This thinking acts as a forcing function to think about the future, now.

2023.11.13
davidcummings.org2 min readTLDR Founders

TEAM CHARTERS ARE A TRAP

Building team charters probably shouldn’t be too high on the priority list. The reasons involve the conflicts between bottoms-up v. top-down creation and buy-in.

2023.11.13
lethain.com2 min readTLDR Founders

THOUGHTS ON BENCHMARKING

How do you know what the average compensation or R&D expenses should be for a company of your size, location, and function? Benchmarks. A word of caution - benchmarking data doesn’t answer questions, but it helps ask the right questions. You still need to do your own work to answer them.

2023.11.13
lethain.com2 min readTLDR Founders

A SAAS GROWTH SHEET

Community-led growth via Notion or personal branding plays via Keyplay - this sheet shows 18 ideas and examples from the best in SaaS to inspire your next move.

2023.11.13
substack.com1 min readTLDR Founders

TECH IS GOING TO GET MUCH BIGGER

We’re at the base of the exponential tech curve. Our success and activity to date in tech is going to look quaint in comparison to what is about to come. Not only will tech be more prevalent, but the companies leading the charge will be even bigger and more impactful.

2023.11.10
notboring.co25 min readTLDR Founders

YOUR GUIDE TO 2023 SAAS BENCHMARKS

2023 has created more popular ways to measure SaaS efficiency in the public and private markets. CFOs, founders, and investors are using these metrics to benchmark SaaS. How do you stack up?

2023.11.10
growthunhinged.com5 min readTLDR Founders

5 PROVEN GROWTH STRATEGIES FOR YOUR STARTUPS

5 tried and tested strategies for growth. You’ve likely heard of them before, but this is a nice reminder to audit your startup to see if you’re working towards any of them currently. Growth is architected, not accidental.

2023.11.10
entrepreneurshandbook.co9 min readTLDR Founders

5 INTERESTING LEARNINGS FROM ZOOMINFO AT $1.3B ARR

Despite being hit hard by customers cutting back on marketing and sales spend, Zoominfo is still insanely profitable, forecasting $500m net income on $1.3bn. All whilst being a sales-led organization. Here’s a breakdown of the headwinds they face and how they’re adapting.

2023.11.10
saastr.com2 min readTLDR Founders

DO SUPERACHIEVERS READ BUSINESS BOOKS?

We’re often told the key to success is reading a lot and we’ve likely all felt guilty when we don’t carve out enough time in our busy schedule to do it, but do the highest achieving founders actually read or do they simply learn by doing? Here’s an answer.

2023.11.10
kellblog.com5 min readTLDR Founders

IF YOU LOVE SOMETHING, LET IT GO

Often used in romance, but equally important in your hiring. If someone has one foot out of the door already, luring them back with a counteroffer might help in the short term, but it often unfolds in the long term.

2023.11.10
marcrandolph.com3 min readTLDR Founders