Trends by @ttunguz

Trends

2024

The White Collar Revolution	November 6
Profit Dollars per GPU Dollar	November 5
Trends in the Post-Modern Data Stack	October 29
A Challenge to SaaS Orthodoxy	October 10
The PostModern Data Stack	August 12
Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?	July 15
The Series A Crunch or the Seedpocalypse of 2024	June 21
Apple's AI Challenger Sale	June 11
The Capex Conquest in the Cloud	May 1
A Shift in LLM Marketing : The Rise of the B2B Model	April 24
My Favorite Uses of AI	April 14
Why Databases Won't Charge for Storage in the Future	March 12
What If LLMs Change the Business Model of the Internet?	February 27
AI Design Patterns	February 5
Experience as a Status Symbol	January 31

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
The New Threat to a Data Leader's Career	November 27
Sudden Disturbances in Rapidly Moving Objects : The Implications of the OpenAI Fiasco	November 20
Top 10 Trends for Data in 2024	November 9
Gas Gas Revolution	October 27
The Convergence of Data & Software Engineering in the Age of AI	October 20
Centaurs & Cyborgs : The Jagged Frontier of AI	October 1
Artisanal Emails	September 26
Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai	September 21
Whispers of the Future	September 8
The Rise of Data Lakes in Software Architecture	September 7
The Dawn of AI : Pricing Power & Profits in NVidia's Business	August 23
Seizing the Moment: Strategies for Startups to Outmaneuver Competition in a Turning Economy	August 17
Surprising Data Points about the Venture Capital Market	August 8
How Will a Venture Capital Recovery Feel? Observations from 2008	August 7
The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals	July 28
Signs We've Touched the Bottom	July 26
The Fracking of Information	July 11
What 70m Thread Users Mean for B2B Marketers	July 7
Picking Teams in AI	June 26
What if Every SaaS App Spoke English?	June 11
Web3 in SaaS Clothing	June 8
Microsoft's Billion Dollar AI Business	April 26
Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way	April 24
Why Every Startup Needs an AI Strategy	April 19
The 4 Questions Startups Should Ask Themselves about Building with Generative AI	April 7
Which Increases Productivity More : The Advent of Personal Computer or a Large-Language Model?	March 21
When Will SaaS Budgets Increase Again?	March 17
How ChatGPT Will Restructure Engineering Teams & Create Opportunity for Startups	March 7
A Flare Across the Clouds : Cloudflare's Earnings Report	February 14
Venture Capital, Withering & Dying	February 10
When AI Favors the Incumbents	February 2
The Future of Startup Office	January 31
Rabbits on Firetrucks : Generating Images for B2B Blog Posts Using AI	January 13

2022

Five Predictions for 2023	December 18
Top 10 Posts of 2022	December 4
Napoleon's Influence on the Modern Data Stack : hyperdimensional Analysis with Malloy	November 30
9 Predictions for Data in 2023	October 26
10 Predictions for Data at the Impact Summit	September 26
Messaging: the Bottleneck for Web3	August 4
The End of Web3	July 8
The Macroeconomic Signal to Watch for Software & Infrastructure Startups	June 1
The 4 Startup States During a Recession	May 16
Cash Flow Shockwaves	May 5
5 Key Data Points about the Early Venture Market in Q1 2022	May 4
Product-Market Fit in Different Capital Environments	May 3
Imagine You're a Venture Capitalist...	April 25
$112m of Market Cap per Engineer	March 31
Startup Self-Repricing as a Recruiting Tool	March 25
Do Data Startups Command a Premium in the Fundraising Market?	January 11

2021

Passive Investing in Venture Capital and the Parallels to Public Equities	October 8
You'll Never Login the Same Way Again	August 23
The Decline of Venture Debt at the Early Stage	July 24
The Figures that Will Move the Venture Capital Market in the Next 3-5 Years	June 6
The One Force that Will Govern How We Return to Work	May 3
Never Raising, Always Raising	April 22
The Identity Crisis Facing Open Source Companies in the Cloud	April 2
The Feedback Loops in Data that Will Change SaaS Architecture	March 2
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 Secret to Keeping Your Software Running and Keeping Customers Happy	January 26
The Fastest Growing Sectors of Startup Fundraising in 2020	January 18
Why Remote Work Changes the Nature of Leadership, and the Kinds of Leaders to Recruit in Startups	January 4

2020

5 Predictions for 2021	December 17
Where to Start if You're Curious about Macroeconomics Today	December 14
Rediscovering the Power of the Command Line	December 9
The Supercharger Boosting Startupland Fundraising and Exits	November 20
Why IPOs, Direct Listings, and SPACs Will Flourish in Startupland	October 19
The Five Important Trends in Data, and the One Megatrend Powering Them All	July 31
The Unforeseen Benefits of Online Events	July 19
An Economic History of the US in Five Stock Market Crashes	July 17
What I've Learned about Modern Monetary Theory	July 13
Cloud Data Lakes - The Future of Large Scale Data Analysis	July 9
Two Charts that I've Been Wondering About	June 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 6
Bullwhip and Base Rates - The Two Major Forces Impacting Startups in Q2	April 26
The Startup Sectors Most Impacted by the Coronavirus	April 6
Observations about Silicon Valley Two Weeks into Quarantine	April 2
What Will this Crisis Accelerate in Your Ecosystem?	March 25
Estimating the Impact of the Coronavirus on Growth	March 16
What Could the Venture Market Look Like in the Coronavirus Era	March 12
What I Expect in the Next Few Months in Startupland	March 6
Cloud Prem Architecture - The New Way of Serving the Enterprise with a Hub and Spoke Data Model	January 29
Has VC Become So Big It Must Be Disrupted?	January 27
The Health of the US Venture Market in 2020	January 7

2019

5 Predictions for 2020	December 19
The Top 10 Posts of 2019	December 15
What I've learned about IPOs and Direct Listings	October 21
Design and Open Source: A Potentially Powerful Combination	October 14
The Radically Different Early Stage Fundraising Market	October 7
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
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	April 14
Eugene Wei's Novel Mental Models for Technology	January 23
The AI Agency - A Novel GTM for Machine Learning SaaS Startups	January 17

2018

Just Where Are SaaS Companies Priced After the 2018 Correction?	December 26
Predictions for 2019	December 18
SAP Buys Qualtrics; 2018 Catapulted to $65B in $1B+ M&A Volume	November 11
Normalization of Valuations in the Public and Private Software Markets	October 9
What Does AirBnB's 'Shares for Hosts' Idea Imply for Blockchain?	October 4
Three Observations About the Adobe/Marketo Acquisition	September 24
Access is the Scarcest Commodity in Startupland	September 3
1% of Salesforce's Revenue Makes a Unicorn	August 26
Jacob's Ladder in the Startup Fundraising Market - How Startups Today Skip a Round of Fundraising	July 23
Why Series As are Much Easier to Raise in 2018 than the Past 5 Years	June 24
The Blockbuster Software M&A Market of 2018	June 12
The 5 Forces Driving Startup Valuations Today	June 3
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	April 30
Is Geographic Dispersion of Seed Dollars Really Happening?	March 8
Private Equity as an Exit Option for SaaS Startups	February 27
The Impact of Blockchain on SaaS	February 11
7 Predictions for SaaS in 2018	January 4

2017

An Antifragile Thanksgiving	November 22
Just How Disruptive Are ICOs to the Classic VC Model?	November 5
The Rising Stakes in SaaS	October 22
Maximizing Productivity on My Commute	August 27
Has SaaS Become Commodified?	August 23
The Limiting Factor of Voice and Dictation Adoption	August 18
Three Big Ideas on Technology Innovation Cycles	August 11
Labor Arbitrage Comes to Silicon Valley	July 25
What the Online Advertising World Can Teach Us about the Evolution of Machine Learning in SaaS	June 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	April 26
When Machine Learning Just Isn't Enough	April 19
How Machine Learning Can Benefit Your SaaS Startup	February 13

2016

The Top 6 Posts of 2016	December 21
Implications of Monoclouds for as-a-Service Startups - Why Differentiation Matters More than Ever	December 5
The Customer Support Experience of the Future	November 10
Are We Seeing the Beginning of SaaS Consolidation?	October 31
The Challenge Facing Deep-Learning Powered Startups	October 19
A Breakthrough in Human Computer Interaction	August 25
The Increasing Costs of Real Estate for Startups in San Francisco	July 13
The Next Big Shift in SaaS	July 11
The Key Ingredient to Disrupting with Machine Learning	June 10
Subverting Systems of Record with Chat Bots	June 8
Five Questions About The Future of Chatbots	April 14
The New UI for SaaS - The Question	January 24
The Hottest Startup Sectors in 2016	January 3

2015

The Tech Press Cycle and Unicorns	December 1
The Next Major Technology to Shape SaaS	November 2
The Turbulence in Startupland	October 13
Startup Trends from YCombinator's Demo Day	August 20
How the Changes in UX Assumptions Create Opportunities for Startups	August 6
Free SaaS Enabled Marketplaces - A Novel Go-To-Market for Software Startups	May 21

2014

Why Series A Startup Founder CEO Equity Stakes Have Grown 40% in Five Years	November 4
One of the Best Business Opportunities in the Next Decade	October 30
The Innovations Free Compute and Storage Unleash	September 12
4 Major Competitive Trends in Mobile App Stores	August 11
The B Corporation - A Novel Structure for Mission Driven Startups	August 7
The Challenge Facing Mobile-First SaaS Companies	August 5
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
Lessons from Interviews of Pre-Eminent VCs in 2000	July 21
The Next Era in SaaS	July 14
How Vibrant is the Hardware Startup World?	July 8
An Exceptional Story with Exceptional Data	July 2
Why Smart Watches Could be a Huge Trend in Mobile	June 26
The Disruption Debate is Focused on the Wrong Ideas	June 23
The Great Unbundling of Email	June 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	March 10
A Moore's Law for Data	March 6
Why the WhatsApp Acquisition Changes Everything	February 23
The Technology that's Taking Data Science by Storm	January 30
What the Nest Acquisition Means for the Internet of Things	January 21
My Thoughts on CES - The Six Trends on the Show Floor	January 8

2013

What Bitcoin and Internet of Things Startups Have in Common	December 6
The Tablet-First Retail Startup	December 2
The Next Big Opportunity in Mobile Advertising	November 21
The Language of the Web	November 19
The First Form of Communication that Changes Depending on Who is Using It	November 7
The Future of Journalism in the Touch Era	November 6
How Mobile is Disrupting Even the Most Successful Internet Products	November 4
The Most Important Feature In KitKat No One is Talking About	November 1
The Internet Subscription Startup is Winning	October 25
Anticipatory Commerce: the Evolution of Intent on the Web	October 24
The Two Characteristics of Seamless Mobile Payment Experiences	October 15
How APIs Will Evolve	October 8
The Developer Economy: Power to the Coders	September 26
Google F1 and The Cascade of Innovation New Databases Create	September 13
The VC Firm of the Future	September 10
How Web Development Techniques Are Infiltrating Mobile Apps	September 4
Mobile Social Networks: The New Customer Acquisition Powerhouse	August 30
The Series A Is Overloaded	August 29
Marketing’s Technical Liberation	August 22
Anticipatory Computing - The Next Big Thing Is Enabling Laziness	August 7
How CrowdFunding Embodies Amazon’s Product Management Process	July 29
Why Support Software Is the Future of Work Email	July 26
Data, Data Everywhere, Not a Second to Think	July 12
Peak Smart Phone - What Happens to the App Economy When Smartphone Penetration Reaches 100%?	July 6
The Startup Sector That’s Quietly Booming	June 27
The Return of Venture Backed Hardware	June 13
The Dawn of the Voice-to-Text Era	June 5
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 9
Design’s New Frontier: The IRL Era	April 26
Machine Learning in Consumer Products	March 12
The Five Key Dynamics of the Seed Market in 2013	February 21
Salesforce’s Disruptor Won’t Be A CRM Company	February 14
There’s A 10x Hidden In That Tweet	February 12
Valuations in the Series A and Series B Market are Booming	February 5
The Power of Market Places	January 31
The startup hardware M&A market will be vibrant in 2013	January 10

2012

Data on the “seedpocalypse”	November 30
VC investment trends in the consumer web	November 27
Gigabytes under management	October 25
Data isn’t a business model - it’s much more important	September 19
Defining a Personal API	May 27