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

2012

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