After the spurt in cloud-driven SaaS from 2015, the software industry is undergoing another seismic shift with the capabilities of Generative AI (GenAI), fueled by billions of dollars invested in creating Large Language Models (LLMs). While companies like OpenAI building the infrastructure layer made AI the buzz this year, vast opportunities for innovators of all […]
Over the last decade, there has been a tremendous change in how people use and buy the software. Starting from the early days of Salesforce to the increasingly growing SaaS ecosystem of 2021, customers have been demanding the consumerization of SaaS products. With an increase in tech-savviness among the general audience, buyers are preferring to […]
This article was originally posted on Maneesh’s Substack. I first learnt the widespread spirit of volunteering among American public in 2001-02 when my business partner Robert Levine (ex-MD Deutsche Bank) warned me before joining me at SENA Systems that he will not be able to travel on Tuesdays unless it’s an emergency. He was an […]
We’re heading into choppy waters. The BVP Nasdaq emerging cloud index, Emcloud, is down 56% in the last year, compared to 30% for Nasdaq overall. The median revenue growth rate for the companies in the index has dipped below 30%. The Accel 2022 Euroscape report paints an equally gloomy outlook. Revenue multiples for public SaaS […]