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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
14
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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
9
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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
18
1
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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
6
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State of the Cloud 2023
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Unraveling stock-based compensation overhang in the SaaS industry (Part 2)
SBC is a hot-button issue in the cloud world today. Part 2 of this series covers a discussion on: valuation implications of SBC and managing SBC impact.
Apr 3
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Janelle Teng
13
5
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Unraveling stock-based compensation overhang in the SaaS industry (Part 2)
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March 2023
A CEO’s tactical guide to driving profitable growth
40 practices SaaS leaders can employ across their business to improve operational efficiency and profit margins.
Mar 30
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Janelle Teng
16
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A CEO’s tactical guide to driving profitable growth
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Unleashing the full potential of unstructured visual content with Coactive AI
Bessemer Venture Partners co-leads Coactive AI’s Series A, for a total of $14 million in funding, as they revolutionize the way the world derives…
Mar 21
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Janelle Teng
6
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Unleashing the full potential of unstructured visual content with Coactive AI
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Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs
Uncover the risk spiral within SVB’s balance sheet, specifically concentration risk in the liability book & duration risk in the asset book, which…
Mar 14
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Janelle Teng
8
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Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs
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February 2023
Unraveling stock-based compensation overhang in the SaaS industry (Part 1)
SBC is a hot-button issue in the cloud world today. Part 1 of this series covers a discussion on: overreliance on SBC as an incentive tool and SBC as a…
Feb 28
•
Janelle Teng
11
2
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Unraveling stock-based compensation overhang in the SaaS industry (Part 1)
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January 2023
Don't get IPObliterated: Preparing for the SaaS IPO window inflection
What do previous cycles indicate about when 2022's SaaS IPO winter might end? What can we learn from 2021's "IPObliteration"? Read on for ensuing…
Jan 31
15
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Don't get IPObliterated: Preparing for the SaaS IPO window inflection
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Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?
To avoid a down round, some founders may consider a structured financing to maintain recent valuation. Is this a silver bullet or simply kicking the can…
Jan 6
•
Janelle Teng
23
2
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Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?
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December 2022
SaaSy Predictions for 2023
In this final post of 2022, I revisit notable events which have defined this tumultuous year for cloud companies and offer some predictions on what the…
Dec 30, 2022
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Janelle Teng
15
2
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SaaSy Predictions for 2023
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