Trends
2025
- A CEO of AI Applications Marks a New Era of AI Competition May 08
- 100 Trillion Tokens May 01
- Semantic Cultivators : The Critical Future Role to Enable AI Apr 30
- A 1600% Improvement in Sales to Lead Conversion Apr 24
- The Impact of Tariffs on Series As Apr 07
- What do Tariffs Mean for Startupland? Apr 03
- The Third UI : The Rise & Fall of the Keyboard Mar 21
- How Much Is A Venture Firm Worth? Mar 09
- Google's Future in Search & AI Feb 07
- Back to Text: How AI Might Reverse Web Design Jan 05
2024
- The White Collar Revolution Nov 06
- Profit Dollars per GPU Dollar Nov 05
- Trends in the Post-Modern Data Stack Oct 29
- A Challenge to SaaS Orthodoxy Oct 10
- The PostModern Data Stack Aug 12
- Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover? Jul 15
- The Series A Crunch or the Seedpocalypse of 2024 Jun 21
- Apple's AI Challenger Sale Jun 11
- The Capex Conquest in the Cloud May 01
- A Shift in LLM Marketing : The Rise of the B2B Model Apr 24
- My Favorite Uses of AI Apr 14
- Why Databases Won't Charge for Storage in the Future Mar 12
- What If LLMs Change the Business Model of the Internet? Feb 27
- AI Design Patterns Feb 05
- Experience as a Status Symbol Jan 31
2023
- Step-Ups & Duration : The Shape of Things to Come to the Series A in 2024 Dec 14
- Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups Nov 29
- The New Threat to a Data Leader's Career Nov 27
- Sudden Disturbances in Rapidly Moving Objects : The Implications of the OpenAI Fiasco Nov 20
- Top 10 Trends for Data in 2024 Nov 09
- Gas Gas Revolution Oct 27
- The Convergence of Data & Software Engineering in the Age of AI Oct 20
- Centaurs & Cyborgs : The Jagged Frontier of AI Oct 01
- Artisanal Emails Sep 26
- Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai Sep 21
- Whispers of the Future Sep 08
- The Rise of Data Lakes in Software Architecture Sep 07
- The Dawn of AI : Pricing Power & Profits in NVidia's Business Aug 23
- Seizing the Moment: Strategies for Startups to Outmaneuver Competition in a Turning Economy Aug 17
- Surprising Data Points about the Venture Capital Market Aug 08
- How Will a Venture Capital Recovery Feel? Observations from 2008 Aug 07
- The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals Jul 28
- Signs We've Touched the Bottom Jul 26
- The Fracking of Information Jul 11
- What 70m Thread Users Mean for B2B Marketers Jul 07
- Picking Teams in AI Jun 26
- What if Every SaaS App Spoke English? Jun 11
- Web3 in SaaS Clothing Jun 08
- When Will SaaS Budgets Increase Again? May 26
- Microsoft's Billion Dollar AI Business Apr 26
- Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way Apr 24
- Why Every Startup Needs an AI Strategy Apr 19
- The 4 Questions Startups Should Ask Themselves about Building with Generative AI Apr 07
- Which Increases Productivity More : The Advent of Personal Computer or a Large-Language Model? Mar 21
- How ChatGPT Will Restructure Engineering Teams & Create Opportunity for Startups Mar 07
- A Flare Across the Clouds : Cloudflare's Earnings Report Feb 14
- Venture Capital, Withering & Dying Feb 10
- When AI Favors the Incumbents Feb 02
- The Future of Startup Office Jan 31
- Rabbits on Firetrucks : Generating Images for B2B Blog Posts Using AI Jan 13
2022
- Five Predictions for 2023 Dec 18
- Top 10 Posts of 2022 Dec 04
- Napoleon's Influence on the Modern Data Stack : hyperdimensional Analysis with Malloy Nov 30
- 9 Predictions for Data in 2023 Oct 26
- 10 Predictions for Data at the Impact Summit Sep 26
- Are We Seeing the Beginning of SaaS Consolidation? Sep 20
- Messaging: the Bottleneck for Web3 Aug 04
- 1% of Salesforce's Revenue Makes a Unicorn Jul 12
- The End of Web3 Jul 08
- The Macroeconomic Signal to Watch for Software & Infrastructure Startups Jun 01
- The 4 Startup States During a Recession May 16
- Cash Flow Shockwaves May 05
- 5 Key Data Points about the Early Venture Market in Q1 2022 May 04
- Product-Market Fit in Different Capital Environments May 03
- Imagine You're a Venture Capitalist... Apr 25
- Free SaaS Enabled Marketplaces - A Novel Go-To-Market for Software Startups Apr 12
- $112m of Market Cap per Engineer Mar 31
- Startup Self-Repricing as a Recruiting Tool Mar 25
- Rediscovering the Power of the Command Line Mar 01
- Do Data Startups Command a Premium in the Fundraising Market? Jan 11
2021
- Passive Investing in Venture Capital and the Parallels to Public Equities Oct 08
- You'll Never Login the Same Way Again Aug 23
- The Decline of Venture Debt at the Early Stage Jul 24
- The Figures that Will Move the Venture Capital Market in the Next 3-5 Years Jun 06
- The One Force that Will Govern How We Return to Work May 03
- Never Raising, Always Raising Apr 22
- The Identity Crisis Facing Open Source Companies in the Cloud Apr 02
- The Feedback Loops in Data that Will Change SaaS Architecture Mar 02
- The Most Popular Startup Domain Suffixes - .com, .co, .gg - Which is Best for Your Business? Feb 21
- The Five Flavors of ARR - New Definition, Same Great Multiple Jan 27
- The Secret to Keeping Your Software Running and Keeping Customers Happy Jan 26
- The Fastest Growing Sectors of Startup Fundraising in 2020 Jan 18
- Why Remote Work Changes the Nature of Leadership, and the Kinds of Leaders to Recruit in Startups Jan 04
2020
- 5 Predictions for 2021 Dec 17
- Where to Start if You're Curious about Macroeconomics Today Dec 14
- How a Merger of Salesforce and Slack Would Change the SaaS Landscape Nov 26
- The Supercharger Boosting Startupland Fundraising and Exits Nov 20
- Why IPOs, Direct Listings, and SPACs Will Flourish in Startupland Oct 19
- The Five Important Trends in Data, and the One Megatrend Powering Them All Jul 31
- The Unforeseen Benefits of Online Events Jul 19
- An Economic History of the US in Five Stock Market Crashes Jul 17
- What I've Learned about Modern Monetary Theory Jul 13
- Cloud Data Lakes - The Future of Large Scale Data Analysis Jul 09
- Two Charts that I've Been Wondering About Jun 30
- Where are Most Unicorns Headquartered? May 28
- California Dreaming - Is Silicon Valley Still the Best Place to Start a Company? May 25
- How Would You Manage Your Business Differently if Shelter-in-Place Lasted 18 Months or More? May 13
- The Fundraising Market Has Changed, But Not in the Way I Thought May 06
- Bullwhip and Base Rates - The Two Major Forces Impacting Startups in Q2 Apr 26
- The Startup Sectors Most Impacted by the Coronavirus Apr 06
- Observations about Silicon Valley Two Weeks into Quarantine Apr 02
- What Will this Crisis Accelerate in Your Ecosystem? Mar 25
- Estimating the Impact of the Coronavirus on Growth Mar 16
- What Could the Venture Market Look Like in the Coronavirus Era Mar 12
- What I Expect in the Next Few Months in Startupland Mar 06
- Cloud Prem Architecture - The New Way of Serving the Enterprise with a Hub and Spoke Data Model Jan 29
- Has VC Become So Big It Must Be Disrupted? Jan 27
- The Health of the US Venture Market in 2020 Jan 07
2019
- 5 Predictions for 2020 Dec 19
- The Top 10 Posts of 2019 Dec 15
- What I've learned about IPOs and Direct Listings Oct 21
- Design and Open Source: A Potentially Powerful Combination Oct 14
- The Radically Different Early Stage Fundraising Market Oct 07
- Which Categories of Seed Startups are Thriving? Which Aren't? Aug 08
- The Strategic Question at Seed Today Jul 19
- Private Equity as an Exit Option for SaaS Startups Jul 16
- Observations from the Enterprise Tech 30 List Jul 15
- The Benefits of and Questions Facing Remote and Distributed Startups May 28
- The Fundraising Environment in 2019 - Three Major Shifts May 13
- The Four Strategic Questions Facing AI Agencies Apr 14
- Eugene Wei's Novel Mental Models for Technology Jan 23
2018
- Just Where Are SaaS Companies Priced After the 2018 Correction? Dec 26
- Predictions for 2019 Dec 18
- SAP Buys Qualtrics; 2018 Catapulted to $65B in $1B+ M&A Volume Nov 11
- Normalization of Valuations in the Public and Private Software Markets Oct 09
- What Does AirBnB's 'Shares for Hosts' Idea Imply for Blockchain? Oct 04
- Three Observations About the Adobe/Marketo Acquisition Sep 24
- Access is the Scarcest Commodity in Startupland Sep 03
- Jacob's Ladder in the Startup Fundraising Market - How Startups Today Skip a Round of Fundraising Jul 23
- Why Series As are Much Easier to Raise in 2018 than the Past 5 Years Jun 24
- The Blockbuster Software M&A Market of 2018 Jun 12
- The 5 Forces Driving Startup Valuations Today Jun 03
- The Most Important Book You'll Read All Year May 29
- When Will the Next Wave of UI Advances Happen? May 20
- The Effect of Flush Private Markets on Software IPOs Apr 30
- Is Geographic Dispersion of Seed Dollars Really Happening? Mar 08
- The Impact of Blockchain on SaaS Feb 11
- 7 Predictions for SaaS in 2018 Jan 04
2017
- An Antifragile Thanksgiving Nov 22
- Just How Disruptive Are ICOs to the Classic VC Model? Nov 05
- The AI Agency - A Novel GTM for Machine Learning SaaS Startups Oct 31
- The Rising Stakes in SaaS Oct 22
- Maximizing Productivity on My Commute Aug 27
- Has SaaS Become Commodified? Aug 23
- The Limiting Factor of Voice and Dictation Adoption Aug 18
- Three Big Ideas on Technology Innovation Cycles Aug 11
- Labor Arbitrage Comes to Silicon Valley Jul 25
- What the Online Advertising World Can Teach Us about the Evolution of Machine Learning in SaaS Jun 20
- Ethics in Machine Learning - An Opportunity for Startups to Lead May 30
- The Unbundling of Excel May 24
- Data Middleware - The SaaS Ecosystem's Response to Fragmentation May 19
- My Algorithm is Better than Yours Apr 26
- When Machine Learning Just Isn't Enough Apr 19
- How Machine Learning Can Benefit Your SaaS Startup Feb 13
2016
- The Top 6 Posts of 2016 Dec 21
- Implications of Monoclouds for as-a-Service Startups - Why Differentiation Matters More than Ever Dec 05
- The Customer Support Experience of the Future Nov 10
- The Challenge Facing Deep-Learning Powered Startups Oct 19
- A Breakthrough in Human Computer Interaction Aug 25
- The Increasing Costs of Real Estate for Startups in San Francisco Jul 13
- The Next Big Shift in SaaS Jul 11
- The Key Ingredient to Disrupting with Machine Learning Jun 10
- Subverting Systems of Record with Chat Bots Jun 08
- Five Questions About The Future of Chatbots Apr 14
- The New UI for SaaS - The Question Jan 24
- The Hottest Startup Sectors in 2016 Jan 03
2015
- The Tech Press Cycle and Unicorns Dec 01
- The Next Major Technology to Shape SaaS Nov 02
- The Turbulence in Startupland Oct 13
- Startup Trends from YCombinator's Demo Day Aug 20
- How the Changes in UX Assumptions Create Opportunities for Startups Aug 06
2014
- Why Series A Startup Founder CEO Equity Stakes Have Grown 40% in Five Years Nov 04
- One of the Best Business Opportunities in the Next Decade Oct 30
- The Innovations Free Compute and Storage Unleash Sep 12
- 4 Major Competitive Trends in Mobile App Stores Aug 11
- The B Corporation - A Novel Structure for Mission Driven Startups Aug 07
- The Challenge Facing Mobile-First SaaS Companies Aug 05
- What the Public Markets Trends Say About the Fundraising and M&A Environment Startups Aug 04
- What Q2 Tech Earnings Reports Say About the State of the Technology Market Jul 28
- The Coming Wave of Venture Capital and What It Means for Your Startup Jul 23
- Lessons from Interviews of Pre-Eminent VCs in 2000 Jul 21
- How Vibrant is the Hardware Startup World? Jul 08
- An Exceptional Story with Exceptional Data Jul 02
- Why Smart Watches Could be a Huge Trend in Mobile Jun 26
- The Disruption Debate is Focused on the Wrong Ideas Jun 23
- The Great Unbundling of Email Jun 16
- The Five Letters that Will Change the Data World: BYOBI May 23
- What's Wrong with the Internet of Things May 20
- The New Market Places Mar 10
- A Moore's Law for Data Mar 06
- Why the WhatsApp Acquisition Changes Everything Feb 23
- The Three Key Forces Shaping SaaS in 2014 Jan 30
- The Technology that's Taking Data Science by Storm Jan 30
- What the Nest Acquisition Means for the Internet of Things Jan 21
- My Thoughts on CES - The Six Trends on the Show Floor Jan 08
2013
- What Bitcoin and Internet of Things Startups Have in Common Dec 06
- The Tablet-First Retail Startup Dec 02
- The Next Big Opportunity in Mobile Advertising Nov 21
- The Language of the Web Nov 19
- The First Form of Communication that Changes Depending on Who is Using It Nov 07
- The Future of Journalism in the Touch Era Nov 06
- How Mobile is Disrupting Even the Most Successful Internet Products Nov 04
- The Most Important Feature In KitKat No One is Talking About Nov 01
- The Internet Subscription Startup is Winning Oct 25
- Anticipatory Commerce: the Evolution of Intent on the Web Oct 24
- The Two Characteristics of Seamless Mobile Payment Experiences Oct 15
- How APIs Will Evolve Oct 08
- The Developer Economy: Power to the Coders Sep 26
- Google F1 and The Cascade of Innovation New Databases Create Sep 13
- The VC Firm of the Future Sep 10
- How Web Development Techniques Are Infiltrating Mobile Apps Sep 04
- Mobile Social Networks: The New Customer Acquisition Powerhouse Aug 30
- The Series A Is Overloaded Aug 29
- Marketing’s Technical Liberation Aug 22
- Anticipatory Computing - The Next Big Thing Is Enabling Laziness Aug 07
- How CrowdFunding Embodies Amazon’s Product Management Process Jul 29
- Why Support Software Is the Future of Work Email Jul 26
- Data, Data Everywhere, Not a Second to Think Jul 12
- Peak Smart Phone - What Happens to the App Economy When Smartphone Penetration Reaches 100%? Jul 06
- The Startup Sector That’s Quietly Booming Jun 27
- The Return of Venture Backed Hardware Jun 13
- The Dawn of the Voice-to-Text Era Jun 05
- Investing in the Consumer Web is Dead May 22
- The Future of Human Data Interaction May 17
- The Greatest Challenge to Facebook, LinkedIn and Twitter is Unbundling May 09
- Design’s New Frontier: The IRL Era Apr 26
- Machine Learning in Consumer Products Mar 12
- The Five Key Dynamics of the Seed Market in 2013 Feb 21
- Salesforce’s Disruptor Won’t Be A CRM Company Feb 14
- There’s A 10x Hidden In That Tweet Feb 12
- Valuations in the Series A and Series B Market are Booming Feb 05
- The Power of Market Places Jan 31
- The startup hardware M&A market will be vibrant in 2013 Jan 10