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When the valuation hangover finally hits
Drunk on ZIRP, many investors viewed every startup as a 10... (x, even 100x). Now that recent watershed IPOs have ushered in a sobering reality, what…
Sep 25
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Janelle Teng
29
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When the valuation hangover finally hits
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August 2023
SaaS IPO window inflection
Don’t fret, this isn’t another VC breakdown of Klaviyo’s S-1! Rather, here’s a perspective on shared characteristics of trailblazing companies that…
Aug 29
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Janelle Teng
23
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SaaS IPO window inflection
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The Cloud 100 Benchmarks Report 2023
Bessemer reveals insights into the 2023 Cloud 100 cohort and how AI is taking center stage in the private cloud market.
Aug 8
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Janelle Teng
10
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The Cloud 100 Benchmarks Report 2023
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July 2023
Land vs. Expand: Growth formula shifts during downturns
In 1Q23, new logo acquisition as well as expansion levers continued to be impinged. As it gets increasingly harder to drive net new ARR, how has the…
Jul 12
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Janelle Teng
17
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Land vs. Expand: Growth formula shifts during downturns
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June 2023
Render ushers in a modern age of application development in the cloud
Bessemer Venture Partners leads Render’s $50 million Series B to empower developers to build anything, anywhere, with no DevOps tedium.
Jun 20
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Janelle Teng
8
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Render ushers in a modern age of application development in the cloud
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Growth-stage startup valuations: Guiding principles for comps selection
Even 'sophisticated' investors have made the costly mistake of picking wrong relative valuation comps. To avoid missteps, here is a proposed first…
Jun 16
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Janelle Teng
24
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Growth-stage startup valuations: Guiding principles for comps selection
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AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths'
While foundational closed-model companies have captured the bulk of VC investment into the GenAI category, more open source voices are entering the…
Jun 9
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Janelle Teng
14
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AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths'
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May 2023
Consumption vs. subscription business models during downturns
Usage-based pricing has grown in popularity across the software stack. Consumption models are poised to capture outsized gains during expansionary…
May 30
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Janelle Teng
30
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Consumption vs. subscription business models during downturns
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AI Model Layer: The New Frontline of the Cloud Wars
The model layer has emerged as the main battlefield for the Big 3 Cloud Giants in the current AI race. Domination in this layer could determine who…
May 19
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Janelle Teng
16
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AI Model Layer: The New Frontline of the Cloud Wars
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April 2023
The B2C2B osmosis fueling AI's Cambrian moment
Distinct from prior AI waves where enterprises had front-row access, consumers are at the frontlines playing an outsized role in defining today's AI…
Apr 26
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Janelle Teng
10
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The B2C2B osmosis fueling AI's Cambrian moment
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Contextualizing the growth vs. profitability trade-off for cloud companies
Balancing growth with profitability is top of mind for many growth-stage SaaS companies. Is there an "ideal" Rule of 40 profile? What is a heuristic for…
Apr 18
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Janelle Teng
19
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Contextualizing the growth vs. profitability trade-off for cloud companies
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State of the Cloud 2023
The cloud economy has entered the multiverse—we share insights for SaaS founders as they navigate today’s difficult financing climate and welcome the…
Apr 14
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Janelle Teng
7
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State of the Cloud 2023
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