Data Analysis by @ttunguz

Data Analysis

2024

The Post Election Surge is Unevenly Distributed	November 11
Profit Dollars per GPU Dollar	November 5
Trends in the Post-Modern Data Stack	October 29
Productivity One Year from Now	October 28
Will We See a Better Exit Market Next Year?	September 20
AI Public & Private Premia for AI Companies	August 16
How Much Revenue Must a Company Generate to IPO?	June 24
Is the Software Market in Trouble?	June 2
AI Spending Patterns : It's Not What You Think	May 17
The Capex Conquest in the Cloud	May 1
This Message Will Self-Destruct in 33 Seconds	April 4
Standard Issue AI	February 2
The Fastest Growing Software Sectors in 2024	January 29
Open Source Models : What Can We Determine from Download Patterns?	January 15
Make Hay When the Sun Shines : Liquidity in Startup Exits	January 7

2023

Step-Ups & Duration : The Shape of Things to Come to the Series A in 2024	December 14
Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups	November 29
How Much Does it Cost to Use an LLM?	November 16
The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends	November 13
Purchasing Patterns in Software : Positivity Punctuating Q3	November 10
Only The Dogged Thrive : More Good News in Startupland	November 7
The Impact of Anti-trust on M&A in Startupland	October 31
Gas Gas Revolution	October 27
Centaurs & Cyborgs : The Jagged Frontier of AI	October 1
The Dawn of AI : Pricing Power & Profits in NVidia's Business	August 23
Mean Reversion: When Will Startup Investing Return to Normal?	August 21
Surprising Data Points about the Venture Capital Market	August 8
How Will a Venture Capital Recovery Feel? Observations from 2008	August 7
Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups	August 3
What the New Relic Sale Means for SaaS	July 31
Producing Charts with AI	July 17
There is No Such Thing as Series A Metrics	July 9
The Publicly Traded Company Worth 250x More in 10 Years	May 25
How Should You Staff Your Startup in 2023	May 17
Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way	April 24
How Much will the US Early Stage Venture Market Contract in 2023?	April 17
The Change in Burn Multiple for Startups in 2023	April 3
The Typical Startup Saw a 24% Increase in Sales Cycle in 2023	March 28
The Hardest Round to Raise in 2023	March 24
2023 Go-to-Market Survey - Understanding How Startups Have Shifted in 2023	March 9
Magical Metrics with Omni	February 28
Sizing the Web3 B2B Software Market	January 1

2022

A $30B Software Company from a $15m Investment	December 27
PLG & Profitability : More Product Doesn't Necessarily Mean Greater Profits	December 7
The Best Time of Year to Raise for Your Startup	November 21
My Laptop is Faster than Your Cloud : Announcing MotherDuck	November 15
Sales Efficiency through Covid : Reading the Tea Leaves for Startups	October 30
How Low Could Valuations Go?	October 13
Just How Troubled is the Bay Area Startup Scene?	October 3
The State of Web3 in 2022 through Data	September 17
Why We'll See More New Types of Web3 Apps in the Next Year	August 30
Don't Look Now But Web3 Companies are Beginning to Trade Like their Web2 Counterparts	August 30
Growth is No Longer the Best Predictor of a Software Company's Value	August 10
Do PE Acquisitions of Public Startups Imply We've Hit a Pricing Bottom?	August 8
The Math Behind Starting a Successful Software Startup	August 2
How VCs Value Rainbow Foals in 2022	June 21
Top 10 Insights from the 2022 Startup Sentiment Survey	June 6
The Macroeconomic Signal to Watch for Software & Infrastructure Startups	June 1
5 Key Data Points about the Early Venture Market in Q1 2022	May 4
Why Early Valuations Might Surge in 2022	February 23
Why You Should Expect Your VP Product to Sign Up for a Lead Quota	January 28
How Will the 52% Correction in the Stock Market Impact the Startup Fundraising Market?	January 19
How Correlated are the Web 2 and Web 3 Software Markets?	January 13
Do Data Startups Command a Premium in the Fundraising Market?	January 11
The Top Sectors of Web3 in 2022 by Revenue	January 4

2021

The Fifth SaaS Correction	December 13
Justifying Token Equity Multiples using GDP Data	November 16
The Velocity of Money in Startupland	July 30
The Productivity Implications of Working from Home Across 150,000 Employees	June 10
The Figures that Will Move the Venture Capital Market in the Next 3-5 Years	June 6
The Inflationary Forces in Startupland	May 24
Covid's Impact on Software Sales Efficiency	April 8
How Selling Has Changed Post-COVID, and How it Will Change Again Afterwards	March 14
The Most Popular Startup Domain Suffixes - .com, .co, .gg - Which is Best for Your Business?	February 21
The Five Flavors of ARR - New Definition, Same Great Multiple	January 27
The Fastest Growing Sectors of Startup Fundraising in 2020	January 18
The Missing Insight Around Software Multiples for Valuing Companies	January 11

2020

The Supercharger Boosting Startupland Fundraising and Exits	November 20
Why IPOs, Direct Listings, and SPACs Will Flourish in Startupland	October 19
The Mispricing of Software Companies	October 5
How to Predict the Forward Multiple of a Software Company	September 22
Can You Still Make Money Starting a SaaS Company?	September 13
Inside Rounds Have Become a Sign of Strength at the Series B	August 2
The Fundraising Market Two Quarters into COVID	July 5
Top 10 Learnings from the Redpoint 2020 GTM Survey	June 25
What is the Structure of the Typical SaaS Company as it Scales?	June 21
How Should You Structure Sales Teams for Optimal Performance?	June 18
How Predictive is SDR/BDR Quota Attainment of AE Quota Attainment?	June 17
Where are Most Unicorns Headquartered?	May 28
California Dreaming - Is Silicon Valley Still the Best Place to Start a Company?	May 25
Why is the Stock Market Only Down 15%?	May 11
The Fundraising Market Has Changed, But Not in the Way I Thought	May 6
The Startup Sectors Most Impacted by the Coronavirus	April 6
What Could the Venture Market Look Like in the Coronavirus Era	March 12
Simpson's Paradox in Measuring Net Dollar Retention Rate	February 3
What is a Best in Class Payback Period for a Software Company in 2020?	January 20
The Redpoint 2020 Go To Market Survey	January 13

2019

The Top 10 Posts of 2019	December 15
The Rise of the Founder-CEO	October 28
The Radically Different Early Stage Fundraising Market	October 7
The State of the Startup IPO Market	September 30
The SaaS Correction of Late 2019	September 16
If You Have Great NDR Retention, Should You Increase Your Marketing Spend?	September 2
Which Categories of Seed Startups are Thriving? Which Aren't?	August 8
The Strategic Question at Seed Today	July 19
Observations from the Enterprise Tech 30 List	July 15
Why Churn Rates Can Spike When Your SaaS Startup Experiences Hypergrowth	July 12
Adding Engineering Metrics to the Redpoint SaaS Metrics Template	July 8
100k+ ACV SaaS Companies: Do Their Metrics Differ from Other SaaS Companies?	June 24
The SaaS Valuation Environment in Mid-2019	June 20
Setting the Salesforce/Tableau Acquisition in Context	June 11
How to Develop Best in Class Sales Efficiency	May 10
Do SaaS Startups Still Require Less Capital than 10 Years Ago?	April 2
The Free Trial Survey on the Saastr Podcast and Hitting a Blogging Milestone	February 26
Answering Readers' Questions about the Free Trial Survey	February 11
Top 10 Learnings from the Redpoint Free Trial Survey	February 6
Sharing the Learnings from the Redpoint Free Trial Survey	February 1

2018

Just Where Are SaaS Companies Priced After the 2018 Correction?	December 26
5 Most Popular Posts of 2018	December 17
Red Hat's Acquisition - A Triumph of Open Source	October 28
SaaS Freemium/Free Trial Survey is Here	October 14
Normalization of Valuations in the Public and Private Software Markets	October 9
How the Economics of Professional Services Have Changed in Software	September 16
How Long Should Your SaaS Software Trial Period Be?	August 12
Does Winner Take Most in SaaS?	July 8
The Blockbuster Software M&A Market of 2018	June 12
Where are We in the SaaS Valuation Cycle?	March 18
Is Geographic Dispersion of Seed Dollars Really Happening?	March 8
The Impact of Blockchain on SaaS	February 11

2017

How Quickly Does Headcount Scale in the Fastest Growing Software Businesses?	November 29
When Statistics Will Mislead You	May 3

2016

How to Create Competitive Advantage for Your Startup with Proxy Metrics	November 16
Dream Teams: The Characteristics of Billion-Dollar Startup Founders	July 14
Inflation and Deflation in the Startup Fundraising Market	April 4
Benchmarking Exceptional Series A SaaS Companies	February 25
When Data Confounds Our Intuition	January 19
The State of the Startup Fundraising Market in 2016	January 11

2015

SaaS Office Hours with Maia Josebachvilli on Strategic and Tactical Recruiting Metrics	November 23
Why Consumer Startups Dominate the Megaround Market	July 26
How Similar is the Fundraising Environment Today to 2000?	July 16
The Fastest Growing Areas of Startup Investment in 2015	July 14
Startup Investment Trends in 2015	July 9
When Should Your SaaS Startup Offer Professional Services	May 31
The Health of the SaaS IPO Market	May 28
Should You Take Cash or Stock to Sell Your Startup?	May 27
The First Generation of the Talent Software Wars	May 19
From $800k to $274M in 4 Years - The Story of Ariba	May 14
The Decreasing Follow On Financing Success of Startups	May 11
How Great Unit Economics Enables Startups to Weather the Storm - The Story of WebEx	May 7
Which is a More Efficient Way to Build a SaaS Startup - Bottoms Up or Top Down?	May 3
A SaaS History Lesson – The First SaaS Company's Exceptional Journey	April 28
How Important Is It For a SaaS Startup to be Profitable?	April 27
How Many Unicorns Sell Each Year?	April 14
Are SaaS Startups Today Worth More than Ten Years Ago?	April 5
The Runaway Train of Late Stage Fundraising	April 1
The State of the SaaS Fundraising Market	March 13
The Employee Productivity Patterns of Billion Dollar SaaS Companies	February 5
Benchmarks for Employee Stock Based Compensation in SaaS Startups	February 2
The Compression in SaaS Valuations	January 23
The Fundraising Patterns of Unicorn SaaS Companies	January 22
The Increasing Growth Rates of SaaS Companies	January 19
Are SaaS Startups Less Profitable than they Used to Be?	January 16
The Sudden Shift in SaaS Product Pricing	January 5

2014

Why the Time to $1B in Valuation for Startups is Decreasing	December 16
Benchmarking Box's Updated S-1 - How 7 Key SaaS Metrics Stack Up	December 11
The Acquisition Environment for Startups in 2015	December 10
The Technology Sectors that Create the Most Value	December 8
When Will the Tech Bull Market End?	December 5
The 2014 Class of SaaS IPOs	December 4
Why 2015 Will be a Great Year for Startups	November 21
How Important are Professional Services to Your Startup?	November 20
Benchmarking New Relic's S-1 - How 7 Key SaaS Metrics Stack Up	November 17
Why It's a Great Time to Raise a Seed Round	November 6
Why Series A Startup Founder CEO Equity Stakes Have Grown 40% in Five Years	November 4
The Meteoric Acceleration in Series A Valuations	November 3
The Stability of the Current Tech Market	October 31
The Impact of Investor Geography on Your Seed, Series A and B Check Size	October 26
Why Revenue Isn't the Most Important Financial Metric for Startups	October 20
Benchmarking SaaS Startup Efficiency with Revenue per Employee Metrics	October 16
The Key Financing Attributes of Startups in the Billion Dollar Club	October 10
The Unexpected and Uneven Evolution of the Startup Fundraising Market	October 8
Second Seed Rounds: How They Impact a Startup's Ability to Raise a Series A	October 6
How Much Cash Should Your Startup Burn?	September 29
The Optimal Price to Maximize Sales Efficiency for a SaaS Startup	September 9
Benchmarking Zendesk's S-1 - How 7 Key SaaS Metrics Stack Up	September 3
The Best Way to Benchmark a SaaS Startup	August 28
Benchmarking Hubspot's S-1 - How 7 Key SaaS Metrics Stack Up	August 27
The Impact of a Startup's Location on its Acquisition Potential	August 25
Benchmarking Consumer and SaaS Companies' Path to IPO	August 19
The Three Most Important Trends in the Seed Fund Raising Market	August 18
Are Tech IPOs Dying?	August 15
4 Major Competitive Trends in Mobile App Stores	August 11
What the Public Markets Trends Say About the Fundraising and M&A Environment Startups	August 4
What Q2 Tech Earnings Reports Say About the State of the Technology Market	July 28
The Coming Wave of Venture Capital and What It Means for Your Startup	July 23
How to Maximize Your Organic Twitter Content Marketing Efforts	July 15
Trends in the Startup Acquisition Market	July 10
How Vibrant is the Hardware Startup World?	July 8
An Exceptional Story with Exceptional Data	July 2
The Importance of Hometown Investors for Startups	July 1
The Five Forces Shaping the Fundraising Market	June 25
The Hottest Startup Sectors	June 24
How Much Should Your Startup Spend to Grow?	June 13
The Optimal Seed Round Construction to Maximize Series A Success	June 12
The Impact of VCs in Seed Rounds in Seven Charts	June 9
How the Fund Raising Market Will Evolve in 2014	May 19
The Worst Time of Year to Raise A Seed Round	May 9
The Current State of the Consumer Internet Market	May 6
Surprising Trends in Startup Founder Equity Stakes	May 2
The Surprising Compensation Trends of Startup Executives	April 29
The Investment Patterns of SaaS Companies in Sales and Engineering Over Time	April 15
The Correction in SaaS Company Valuations	April 9
Do Startups Require Less Capital to Succeed than 10 Years Ago?	April 4
The Financing Trends of Billion Dollar SaaS Companies	April 3
Subscriber Cannibalization and Other Mysteries in Content Marketing	April 1
Are VC Mega-Rounds the New Normal?	March 19
SaaS Startup Balance Sheets: How Much Cash & How Much Debt to Raise	March 14
Do More Competitors in a Sector Decrease Fundraising Success?	March 3
Which Acquirer Pays the Most for Startups?	February 26
The Impact of a Startup's Location on Its Ability to Raise Capital	February 18
How to Combat Inaccurate Data and Faulty Statistics When Making Decisions	February 13
Why Startups Face Increasing Competition in Raising Series As and Bs	February 12
How Your Startup's Sector Affects Your Ability to Raise a Series A	February 9
Using Data to Pick the Optimal Name for Your Startup	February 7
The Minimum Size Seed Round to Maximize Series A Follow On Investment	February 6
Do Larger Seed Rounds Lead to Bigger Series As?	February 4
The Optimal Average Customer Value for SaaS Startups	February 3
The Maximum Viable Churn Rate for a Startup	January 29
The Best Times of Year to Raise Capital for Your Startup	January 28
Three Important Trends in the Startup Exit Market	January 20
The Average Value of a Tech Company is Decreasing	January 16
The Importance of Seasonality in SaaS Startups	January 9
How Healthy is the Public Technology Market?	January 6

2013

Revenue per Employee Benchmarks of Billion Dollar Companies	December 17
How Much Does It Cost to Take Your Startup Public?	December 10
The Typical Billion Dollar Startup Acquisition	December 9
The Most Effective Way of Visualizing Funnels	November 22
How Much Cash Does Your Startup Need To Go Public?	November 18
The Ratio of Engineers to Sales People in Billion Dollar SaaS Startups	November 11
The Single Biggest Determinant of Startup Valuations at IPO	November 5
The Unexpected Compensation Trends of Post-Series A Startup Founder/CEOs	October 29
The SaaS Valuation Bubble	October 22
Using Twitter Recirculation to Maximize Content Marketing Effectiveness	October 7
The Single Best Content Marketing Channel for Your Startup	September 30
Sexism, Statistics and Space s How Disruptive Startup Ideas Are Discovered	September 23
Interpreting Cohort Data - The 3 Key Analyses for Measuring Your Startup’s Product Performance	September 17
Six Key Benchmarks for Your SaaS Startup	September 11
The Sales and Marketing Spend Strategies of Billion Dollar SaaS Companies	August 26
Analyzing Twitter Ad Performance for the Last 9 Months	August 26
The Seed Investment Patterns of Billion Dollar Startups	August 15
Cohort Analysis for Startups - Six Summary Reports to Understand Your Customer Base (With Code)	August 12
Peak Smart Phone - What Happens to the App Economy When Smartphone Penetration Reaches 100%?	July 6
The Data Behind Why Google’s Play Is So Much Harder For Startups To Crack Than the iOS App Store	June 1
Investing in the Consumer Web is Dead	May 22
The Future of Human Data Interaction	May 17
Which Data Biases Challenge Your Startup?	March 19
Measuring Dark Social Using Google Analytics	March 18
Crawling - The Most Underrated Hack	March 5
The Relationship Between Margins and Acquisition Prices	February 26
The Voice of the People is Data	February 11
The Religious Debate About Data	February 6

2012

Performance marketing for startups with R	December 11
Data on the “seedpocalypse”	November 30
VC investment trends in the consumer web	November 27
The culture of data science	November 8
Profitability and the IPO Market	September 10
Segmenting the SaaS Market for Sales	August 20