Public cloud stocks have taken a drubbing in 2022. But not all cloud companies have been impacted equally. Why is this happening, how severe is the…
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Many investors rewarded "pandemic winners", assuming a new growth baseline had been set. But Covid's impact was not one-dimensional, & 3 nuanced growth…
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A lot of advice is being bandied about on how to navigate the current market. What's the "so what"? I distill 6 key takeaways from a curated reading…
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A growth stage investor’s early-stage playbook on how to make effective scaling decisions to become a strong Series B+ company
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Following last year's boom, global Tech IPO activity has lost momentum. 2021 US Tech IPOs have taken a blow, but several have endured through the…
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In 1H22, cloud valuations were decimated as investors responded to Fed rate hikes. Is there more impact ahead or even a SaaSacre Part 2 from additional…
Bessemer reveals insights into the 2022 Cloud 100 cohort—valuation marks aren’t always a true indicator of fundamental performance and Centaurs are…
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Data is becoming more complex in terms of volume, variety, velocity, and veracity, and the tools that help people and businesses gain value from data…
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Once exceedingly rare, "unicorns" have proliferated in the last 3 years. Who is in this $1bn valuation club? What do they do? Where are they from? Join…
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2021 was a record year with unicorns being minted at an unprecedented pace. How did the herd evolve and what should we expect for them in 2022?
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The product-led growth business model creates tons of opportunity but capturing its potential requires boldness and contrarian thinking
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Six lessons from developer-centric platforms on how to launch an enterprise go-to-market engine in a PLG company
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