The Postmodern Data Stack is AI

Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, …

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Dead Companies Walking

Scott Fearon shorted 200+ companies from Silicon Valley. His six failure modes, from learning only from the …

Open APIs Are Over

Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete …

Trajectory

The competitive edge has shifted from adopting software to mastering how it's used. Trajectory data, the path …

The Text Box Isn't Enough

Why the future of AI interfaces looks like the past of computing. A comparison of the command line era to …

The Done List

AI agents are revolutionizing productivity by transforming traditional to-do lists into 'done lists' of …

Gross Profit per Token

Meta's $2.5B Manus acquisition reveals a new AI valuation metric. Analysis of 6 companies shows gross profit …

My Favorite Books of 2025

A curated list of the top 10 books I read in 2025, covering complexity science, geopolitical strategy, the …

Scoring 2025's Predictions

Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, …

Scoring 2025's Predictions

Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, …

12 Predictions for 2026

12 predictions for 2026 : AI agents out-earn people, the web flips to agent-first design, stablecoins hit 30% …

Thursday is Podcast Day

Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week …

A Flash of Deflation

Gemini 3 Flash underprices state-of-the-art models by 70-79% while delivering similar performance across 20 …

Streaming Comes into the Fold

IBM acquires Confluent for $11.1 billion at 10x revenue. Analysis of the real-time data streaming leader's …

Top 10 Posts of 2025

The top 10 posts of 2025 reveal a year dominated by AI infrastructure economics, falling cost curves & …

The Scaling Wall Was A Mirage

Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains …

Running Out of AI

A developer's journey through hitting AI code generation limits & exploring alternatives like API billing, …

Are We Being Railroaded by AI?

AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. …

A 1 in 15,787 Chance Blog Post

A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a …

Small Data Becomes Big Data

How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered …

$555B of Cloud Spend

Microsoft & Google commit $555B in cloud backlog & $232B in annualized capex, driving unprecedented AI …

Where Is Your AI Running?

As AI agents handle more tasks, deployment location matters. Enterprises need their own cloud for control & …

Good Morning & Good Luck

As AI becomes our primary news source, are we returning to an era of ABC, NBC & CBS—where three or four major …

The Efficient Frontier of AI

GEPA (Generative Pareto optimization) revolutionizes AI writing by discovering multiple optimal posts across …

The Post-AI Org Chart

Explore how AI transforms organizational structures. From traditional pyramids to short pyramids (85% …

Developer Relations at Theory

Theory Ventures launches developer relations team to share AI building experiences & learn from the community. …

A Living Market Map

Theory introduces our living 3D market map - a dynamic visualization of startup ecosystems that evolves in …

The AI Tide Lifts Databases

Discover how AI is driving Snowflake's 32% revenue growth, with AI features now deployed across 50% of …

The Second-Order Effects of AI

Explore how AI's exponential growth is creating ripple effects across tech, with MongoDB's 24% revenue surge …

Netflix's New AI Role

Explore how Netflix's new Media ML Data Engineer role signals the fusion of software and data engineering, as …

What Will You Reinvent Today?

Explore how AI and automation are reshaping work patterns in tech. Learn strategies for adapting to change and …

Achieving Flow with AI

Join tech leaders Hamel Husain and Claire Vo to explore how AI tools can help achieve flow state, boost …

The Groupon Era of AI

Explore how AI's explosive growth mirrors Groupon's rise, from rapid market adoption to copycat competition. …

What is Chrome Worth?

Analyze Perplexity AI's $34.5B Chrome bid vs Safari's economics. Data shows true browser value could exceed …

Who is Talking to My Users?

AI's impact on web traffic: New data shows 47% drop in clickthrough rates when AI summaries appear. What this …

From Knowledge to Action

Explore how GPT-5 and AI tool-calling capabilities are reshaping startup competition beyond knowledge …

PageRank in the Age of AI

Explore how AI is reshaping PageRank and content distribution, mirroring ad tech's real-time bidding systems. …

The AI Search Tipping Point

Explore how AI is transforming search: 50% of Google queries now use AI features, with OpenAI handling 1 query …

Hidden Technical Debt in AI

Explore how AI systems face hidden technical complexity similar to ML systems, requiring extensive …

The Rise of the Agent Manager

Explore how AI agent managers will transform work productivity, from managing 4 agents today to potentially …

Budgeting for AI in Your Startup

Discover how much startups should budget for AI in 2024. Data-driven analysis shows AI costs now represent 13% …

The Hungry, Hungry AI Model

Discover why AI models require 300x more input than output data, and how this ratio impacts costs, latency & …

Revenue Comes to Crypto

Explore how crypto valuations shift from hype to revenue metrics, with decentralized exchanges like …

Figma's S-1: A PLG Powerhouse

Analyze Figma's S-1 metrics vs Adobe: 48% YoY growth, 88% margins, and 132% net retention reveal a PLG …

Fighting for Context

Explore how enterprise software companies like Salesforce are defending their data assets and adapting …

The Data Decacorn Derby

Analyze how Databricks is gaining on Snowflake with 60% YoY growth and AI-driven momentum. Key metrics reveal …

The Coming Wave of Acquihires

Explore how the 49% surge in AI & software seed funding will drive startup acquihires, backed by data showing …

Partnering with Maze Security

Discover how AI-powered security research mirrors modern medicine, with 10% better diagnostic accuracy. Key …

The IPO Door is Swinging Open

Explore how crypto & data center IPOs are reopening public markets in 2025, with CoreWeave up 300% and Circle …

What Level of AI?

Explore the 5 distinct levels of AI integration in business workflows, from chat-based assistants to …

1000x Increase in AI Demand

Explore how AI reasoning drives 1000x compute demand, with hyperscalers deploying 72,000 GPUs weekly. Key …

What's in Your Bank's Wallet?

Explore how 90% of banks are adopting stablecoins in 2025, driving revenue through faster settlements and …

My Prompt, My Reality

Explore how AI product success hinges on user prompting skills, and discover key strategies for SaaS founders …

How AI Redefines User Experience

Discover how AI is transforming SaaS user experience through natural language interfaces. See real examples of …

Nobody Wants to Read Your Stuff

Explore how AI is reshaping content creation and consumption in tech. Learn why traditional content marketing …

No Asterisk Needed

Explore how Web3 venture investment shifts from infrastructure to applications, with gaming and payments …

100 Trillion Tokens

Microsoft's AI token usage surges 5x YoY to 100T, driving 2-22% of Azure revenue. Analysis reveals massive …

Rabbits on Firetrucks Redux

Explore how AI image generation has evolved from unusable to professional-grade in 2 years, with key insights …

Social AI

Discover how social AI adoption is transforming tech workflows. Learn key insights from Midjourney, Discord & …

My Bottleneck with AI

Learn how to optimize AI workflows for maximum productivity. A VC's practical insights on structuring AI …

Welcome, Bryan and Philip!

Redpoint welcomes AI veteran Bryan Bischof and data leader Philip Zelitchenko to strengthen our expertise in …

The Great Liquidity Shift

Discover how secondaries now dominate venture capital exits, accounting for 71% of 2024 exit value as IPO …

The Price of Distinctiveness

Discover why distinctiveness is crucial for startup success and what price founders must pay to stand out in …

This Analysis Cost 27 Cents

Discover how AI tools like Claude Code enable powerful data analysis and custom app development for just …

Lopsided AI Revenues

Discover which AI business segment dominates revenue: NVIDIA's $31B data center vs software & consulting …

AI Impact Curves

Explore how AI impacts productivity across seniority levels, from junior to senior roles. Key insights on …

Google's Future in Search & AI

Explore Google's AI evolution: 1000x inference cost reduction, 4x compute efficiency gains, and 4.4M …

$1.2b of Revenue in 30 Days

Discover how top Web3 projects generated $1.2B revenue in 30 days, with smallest players hitting $75M run …

It Pays to be an AI Company

Discover why AI startups command 40% higher Series A valuations and 2x public market multiples vs traditional …

$13b Run Rate & Doubling

Microsoft's AI services hit $13B run rate with 157% YoY growth. Azure maintains 31% growth while $300B RPO …

Darwin's Finches in AI

Explore how AI evolution mirrors Darwin's finches - from massive models to specialized architectures. Key …

Top Themes in Data in 2025

Explore the dual forces shaping data in 2025: platform consolidation vs AI expansion. Key insights on cloud …

Top Themes in Data Transcript

Discover 3 transformative trends reshaping enterprise data in 2025: consolidation, scale-up computing, and …

2025 Predictions

12 bold predictions for 2025: IPO market rebounds, AI voice interfaces dominate, first $100M ARR company with …

My Favorite Books of 2024

Discover the top business & strategy books of 2024, from high-stakes poker to global commodities trading. Key …

I Use AI 100 Times Per Hour

Discover how AI transforms productivity: Using AI 100x per hour vs 144 phone checks per day. Real data shows …

Top 10 Posts of 2024

Explore 2024's most impactful VC insights: AI product growth, startup business models, and data monetization …

The Year Algorithms Learn to Act

2024 marks the shift from passive AI to AI agents that act autonomously. Explore supervised, unsupervised, and …

Theory Two

Theory Ventures raises $450M second fund to back early-stage software startups leveraging AI, data & Web3. …

My Little Library

Discover how AI-powered personal prompt libraries are transforming how startup leaders work, automate tasks, …

75 Cents per Month

Discover how AI assistant costs have plummeted to just 75¢/month. Analysis shows why artificial intelligence …

Small but Mighty AI

Discover why 77% of enterprises opt for smaller AI models under 13B parameters. Key insights on …

I Talk to Robots While Driving

Explore how AI transforms daily workflows, from investment analysis to content creation. A VC's first-hand …

The White Collar Revolution

Explore how AI is transforming white-collar work across 11+ industries employing 14M+ workers, from software …

Profit Dollars per GPU Dollar

Analyze how AI is supercharging cloud revenue growth, with AWS & Azure seeing 58% acceleration and 40%+ …

My AI Rube Goldberg Machine

Explore how 4 AI models analyze SaaS metrics differently: comparing net income & cash flow margins across …

Productivity One Year from Now

Explore how AI will reshape startup productivity metrics, from $400k ARR per employee today to potential $1M, …

A Challenge to SaaS Orthodoxy

Explore how Klarna's AI-driven shift from SaaS to internal tools challenges startup orthodoxy. Data shows when …

How M&A Fosters Innovation

Explore how antitrust limits on tech M&A impact startup innovation, valuations, and competitive dynamics in …

Interwoven with Initia

Discover how Initia simplifies blockchain development by providing a complete web3 stack, customizable VMs, …

Writing Software for Robots

Explore how AI is transforming software development, with 50% of code at major tech companies now AI-written. …

The New Software GTM Playbook

Discover how AI is rewriting the SaaS GTM playbook after 20 years. Key insights from Scale AI, Copy.AI & top …

The Rarity Shibboleth

Explore how AI and LLMs excel at averaging data, but fall short on finding rare insights. Analysis of …

The Challenge of the AI Demo

Explore the challenges of AI product demos and proof-of-concepts in B2B sales. Learn how to evaluate …

Which Design Era Are We In?

Explore the evolution of web and app design from static 90s websites to modern SPAs. Key shifts in UX/UI that …

Higher Levels of Abstraction

Discover how AI-powered data analysis is transforming VC work: from 40-hour analyses to 90-minute insights. …

The PostModern Data Stack

Explore how the Postmodern Data Stack is reshaping cloud infrastructure, as industry leaders challenge tech …

Rewriting the RFP for AI

Explore how AI is transforming enterprise software buying patterns and creating opportunities for startups to …

The Battle for AI Gravity

Explore how tech giants are investing billions in AI infrastructure, shifting from data gravity to AI gravity …

Agentic Systems' Sales Cycles

Explore how AI-powered agentic systems are transforming SaaS procurement, requiring new benchmarking …

The First of Your Newsletters

Discover why AI adoption barriers differ from conventional wisdom. Real-world insights on rapid deployment, …

2024 Theory GTM Survey

Join our 2024 GTM survey analyzing how startups adapt sales, marketing & AI. Get exclusive data on SaaS …

What about Human Training?

How AI is transforming human training across industries: from robotic surgery to chess mastery. Key insights …

Databricks' Accelerating Growth

Analyze Databricks' impressive 60% revenue growth and $2.4B ARR. Key metrics reveal strong data warehouse …

Apple's AI Challenger Sale

Explore how Apple's privacy-first AI strategy signals a major shift in enterprise data practices and what it …

The AI Trust Fall

Explore how AI accuracy expectations differ from human work, with insights on trust barriers in SaaS and …

NVIDIA

Explore NVIDIA's AI dominance: 5x compute growth, $26B data center revenue, and how cloud providers earn $5 …

The Capex Conquest in the Cloud

Cloud giants AWS, Azure & Google Cloud invest $40B in Q1 CapEx for AI infrastructure. Analysis of massive …

The Market Size Mistake

Learn how VCs evaluate market size for startups, featuring insights from Shopify's success story and Bill …

My Favorite Uses of AI

Discover how AI transforms daily workflows, from book selection to email management. A VC's practical guide to …

Micromanaging AI

Learn how to effectively manage AI using the Situational Management framework. Discover why AI needs …

To Be or Not To Be an Agent

Explore the strategic choice startups face between AI copilots vs agents, with data showing 50-75% …

The Vector Computer Company

Discover how vector computers are revolutionizing AI applications by combining text, structured data, and …

AI Design Patterns

Discover emerging AI design patterns for startups: query routing systems and training frameworks that optimize …

Standard Issue AI

Explore how AI is becoming standard business infrastructure, with Azure OpenAI growing 194%, Copilot reaching …

Experience as a Status Symbol

Discover why AI experience has become a career status symbol and how it's reshaping tech talent markets, …

The 10x Salesperson

Discover how AI enables the rise of 10x salespeople in tech, automating 50-80% of tasks and unlocking …

2024 Predictions

Venture capital outlook for 2024: AI dominates funding, IPO market reopens with Stripe/Databricks, M&A surges …

In Like a Lamb, Out Like a Lion

Analysis of Q4 2023 software market trends shows 30% growth becoming top quartile, with MongoDB and others …

Top 10 Posts of 2023

Explore 2023's most impactful startup insights: 24% longer sales cycles, SaaS valuation shifts, and AI's …

Who Took a Bet on You?

Reflect on the key mentors and champions who shaped your startup journey. A venture capitalist's personal …

Top 10 Trends for Data in 2024

Discover the 10 biggest data trends reshaping tech in 2024, from LLMs transforming enterprise architecture to …

Gas Gas Revolution

Explore how blockchain transaction costs dropped 95% from $37 to $2, mirroring AWS's path to $90B revenue …

AI Reaccelerating Cloud Growth

Analysis of cloud growth trends: Microsoft & Google earnings show AI driving cloud reacceleration, with Azure …

Artisanal Emails

Explore how AI email automation is transforming business communication and why artisanal, personalized emails …

Whispers of the Future

Explore how OpenAI's Whisper dictation model transforms productivity, with 3x faster input than typing. Key …

Around the World in 21 Days

Join a global tech journey through 5 cities in 2007, exploring how mobile payments, super apps, and emerging …

Teaching a Computer to Ghoti

Discover how AI's unsupervised learning revolutionizes complex domains like legal & translation by mastering …

Signs We've Touched the Bottom

Analyze key cloud & AI trends from Microsoft/Google earnings: 4x Azure OpenAI growth, steady cloud revenue, …

Operating in the Dark

Navigate startup challenges in today's market: strategies for extending runway, adapting to slower sales …

Producing Charts with AI

Discover how AI code interpreters are revolutionizing data visualization, reducing chart creation time from 20 …

The Fracking of Information

Explore how large language models are revolutionizing data extraction from unstructured documents, and why AI …

Picking Teams in AI

Cloud giants partner with AI leaders: Microsoft-OpenAI, Google-Anthropic, Databricks-Mosaic. How cloud …

Marketing Teams as Hedge Funds

Learn how successful marketing teams operate like hedge funds, diversifying lead generation across content, …

Web3 in SaaS Clothing

Discover why web3 startups are pivoting to SaaS models in 2023, as funding drops 73%. Analysis of market …

Tinkering with LLMs

Explore key challenges of building AI chatbots: data privacy, response rates, latency impact, and UX …

When 1 is Bigger than 4 for AI

Learn how AI systems like ChatGPT can produce inconsistent answers and why this matters for B2B applications, …

ChatGPT & Taylor Swift

ChatGPT surpasses Taylor Swift in search trends, revealing unprecedented AI curiosity. Data shows mass-market …

Theory

Announcing Theory Ventures: A new $230M fund focused on data-driven startups, ML/AI innovation, and the next …

Usage as the Moat in AI

Discover why usage data becomes the key competitive moat for AI startups, beyond capital and technical …

Take a Breath

After SVB's collapse, learn key action steps for startups: managing payroll, establishing new banking …

Magical Metrics with Omni

Discover how Omni's next-gen BI platform solves enterprise data consistency challenges, helping startups …

When AI Favors the Incumbents

Explore how AI adoption gives tech incumbents unprecedented advantages over startups, reversing historical …

The Future of Startup Office

Explore how startup office design has evolved over 100 years, from fluorescent lights to open plans. Key …

2023 is the Year of _________

Learn how successful startups use annual themes to drive focus & growth. Key lessons from Looker's journey …

Five Predictions for 2023

Expert VC analysis: 5 data-driven predictions for 2023, from ML-powered SaaS growth to PE acquisitions. Key …

My Favorite 10 Books of 2022

Discover the top 10 books that shaped VC thinking in 2022, from von Neumann's game theory to modern finance. …

Top 10 Posts of 2022

Explore 2022's most impactful VC insights: Web3's evolution, Figma's 50x ARR exit, and startup growth …

A New Chapter

After 14 years at Redpoint, exploring new frontiers in venture capital as startup funding grows 40x to $320B. …

Grey Skies in Cloud Earnings

Analyzing Q3 cloud earnings: Azure, AWS & GCP show 25% growth slowdown. Key data reveals market shifts …

9 Predictions for Data in 2023

Discover 9 data industry predictions for 2023: Cloud data warehouses to hit 75% workload share, metrics layers …

How Low Could Valuations Go?

Explore how rising Fed rates could push SaaS valuations to 6-year lows. Data shows EV/revenue multiples may …

Pipeline Analysis Playbook

Learn the 4-step playbook for analyzing sales pipeline health: conversion rates, lead generation targets, …

Spot the Difference

Explore the key architectural differences between Web2 and Web3 startups, focusing on blockchain databases and …

PE in VC in 22

Private equity firms acquired $29B in venture-backed startups in 2022, targeting SaaS companies with $20M+ ARR …

The End of Web3

Explore why Web3 will fade as infrastructure, while its core innovations reshape how startups build products & …

When AI Becomes Table Stakes

Explore how AI and machine learning are becoming essential tools across industries - from software development …

How Much Further Can We Fall?

Analysis of SaaS valuation trends shows software multiples could drop another 50%. Data reveals current 7.9x …

Cash Flow Shockwaves

Discover how IT spending trends and cash flow indicators impact startup fortunes in 2022. Key metrics to watch …

The Spicy Future for Data

Discover how data apps are revolutionizing business intelligence. See how interactive analysis drives $189B in …

Guess the Startup Answers

Compare MongoDB vs Ethereum's revenue trajectories and learn why these vastly different database companies …

Guess the Startup

Compare two database startups with identical growth trajectories until 2021, when one achieves unprecedented …

The Future of Money

Explore how digital currencies & CBDCs are reshaping money: from Sweden's 87% cashless society to data-driven …

1/9/90 in Crypto

Explore how DAOs are reshaping crypto governance with data from 4000+ organizations. Key insights on voting …

The Sales Sandwich

Learn how top SaaS sales leaders hit quota 27 quarters straight using data-driven pipeline metrics and proven …

My Favorite Books of 2021

Discover the top books of 2021 shaping tech & VC thinking - from crypto & web3 foundations to rhetoric …

Five Predictions for 2022

Explore 5 data-driven predictions for 2022: Web3 adoption reaching 100M Americans, SaaS evolution, and …

The Fifth SaaS Correction

Analyze 5 major SaaS market corrections since 2016, with valuations dropping 30-60%. See how cloud companies …

Words Like Loaded Pistols

Discover the timeless art of persuasion in venture capital through ethos, logos, and pathos. Learn proven …

The 100x ARR Multiple

Explore how the 100x ARR multiple compares to public SaaS valuations, with data showing median 17x ARR and top …

Never Raising, Always Raising

Explore how venture capital dynamics are shifting as top startups receive funding offers every 3-6 months …

Would You Work for This Person?

Discover the one critical leadership trait that makes people want to work for you. A VC's perspective on …

The Four Types of Startup COOs

Discover the 4 distinct types of startup COOs and when to hire each role. Expert insights on scaling …

The Next Chapter for StackRox

RedHat acquires Kubernetes security leader StackRox, marking a pivotal exit in enterprise container security. …

5 Predictions for 2021

Venture capitalist's top 5 predictions for 2021: Remote work revolution, data startups dominating tech, and …

Office Hours with Hollie Wegman

Join former Segment CMO Hollie Wegman for virtual SaaS Office Hours to learn proven marketing strategies for …

The Great CEO Within

Learn essential frameworks for startup CEOs, from time management to effective meetings. Key insights from …

Office Hours with Lisa Lawson

Join Lisa Lawson, Optimizely's channel program expert, for exclusive SaaS office hours at Redpoint. Learn …

5 Predictions for 2020

Expert VC analysis: 5 key predictions for 2020, from direct listings becoming the IPO standard to $200B in …

The Top 10 Posts of 2019

Discover 2019's most impactful startup insights: from 37x growth through daily improvements to billion-dollar …

The Rise of the Founder-CEO

Explore how founder-CEOs now lead 70% of Series D startups, up from 53% in 2014. Data-driven analysis of …

Welcoming Travis Bryant, Again!

Redpoint welcomes Travis Bryant as Partner of Founder Experience, reimagining how venture capital serves …

That Will Never Work

Discover how Netflix grew from a startup idea to a $130B company through founder Marc Randolph's journey, …

Mattermost's $50M Series B

Mattermost raises $50M Series B: How this open-source enterprise chat platform is transforming secure team …

Looker Joins Google Cloud

Looker joins Google Cloud in landmark acquisition, combining enterprise data analytics with cloud …

Hustle As Strategy

Discover why hustle and execution trump strategy in competitive markets. Data shows how top companies win …

Puzzles, Not Problems

Gain perspective on startup challenges through a WWII graduate's story. A powerful reminder for founders to …

Where Have All the Angels Gone?

Angel investing plummets 81% as institutional seed dominates startup funding. New data shows dramatic shift in …

A Lasting and Enduring Gift

Discover how Richard Feynman's curiosity and experimental mindset offers powerful lessons for startup founders …

In Defense of Troublemakers

Discover how dissenting voices drive better decisions in startups. Research shows minority opinions broaden …

1.01^365 = 37.7

Discover how 1% daily improvement compounds to 37x growth over a year. Learn why small, consistent gains drive …

What Makes a Great Leader?

Explore the 5 stages of Adult Development Theory and how they shape effective leadership in startups. Key …

Infinity Wells and Deep Work

Discover how deep work and eliminating distractions can boost productivity, with data showing the average …

How Much ARR Can a CSM Manage?

Discover data-driven benchmarks for CSM workload capacity across Enterprise, Mid-Market & SMB segments. Most …

Welcome, Travis Bryant!

Meet Travis Bryant, former Salesforce VP & SaaS expert, joining Redpoint as EIR. Learn his unique approach to …

Predictions for 2019

Expert VC predictions for 2019: M&A slowdown, strong IPO market with SaaS at 8x forward, blockchain's next …

5 Most Popular Posts of 2018

Discover 2018's top VC insights: SaaS revenue scaling, enterprise pricing strategies, s 1 analysis, and key …

My 10 Favorite Books of 2018

Discover 10 must-read books from 2018, including insights on market behavior, Apple's innovation culture, and …

Reducing Page Load Times by 90%

Learn how to slash your website's load time by 90% using modern tools and cloud infrastructure. A data-driven …

How SaaS Companies are Valued

Learn how modern SaaS companies are valued using revenue multiples, enterprise value metrics, and market data. …

The Startup Founder's Almanac

Discover key insights from High Growth Handbook by Elad Gil, exploring how successful startups scale through …

Does Winner Take Most in SaaS?

Explore data-driven analysis of market share distribution in SaaS. Does the fastest-growing startup really …

What I'm Grateful For

Reflections on Redpoint's $400M fund and key startup lessons: building enduring VC firms, fostering …

The Three Layers of Management

Learn how successful leaders balance tactical execution with strategic vision through 3 distinct management …

Our Investment in Kustomer

Redpoint announces investment in Kustomer, a next-gen customer support platform transforming how startups …

The Challenge of Uncertainty

Learn how successful startup leaders navigate critical decisions under uncertainty, balancing speed and …

The Impact of Blockchain on SaaS

Explore how blockchain is reshaping SaaS: Analysis of 200 ICOs reveals 30% target B2B/dev markets, with $1.6B …

7 Predictions for SaaS in 2018

Explore 7 key predictions for SaaS in 2018, from major M&A moves ($252B in repatriation) to enterprise …

Meetings Shouldn't Be Boring

Discover why effective meetings drive startup growth. Learn 5 proven strategies to transform boring status …

An Antifragile Thanksgiving

Explore how true innovation emerges from tinkering and practice, not academia. Key lessons from Taleb's …

The Rising Stakes in SaaS

Explore how SaaS competition has intensified with 20x investment growth over 20 years. Key insights on market …

Decision-Making Auditing

Learn how to make better decisions when advising experts by auditing their decision-making process. A VC's …

Has SaaS Become Commodified?

Is SaaS becoming commodified? Explore 4 key market shifts affecting SaaS startups: falling tech barriers, …

Self Service Data

Discover how Dremio solves 3 critical data access challenges for startups and enterprises. Learn key insights …

Gratitude

A personal reflection on loss, friendship, and finding gratitude amidst grief. A departure from data to focus …

SaaS Fundraising in 2017

Analyze 2017 SaaS fundraising trends: Series A, B & Seed rounds hit 7-year highs as capital concentrates among …

Apprenticeship

Learn why apprenticeship and mentorship are critical for startup success. A VC's perspective on developing …

Plant Trees You'll Never See

Learn 3 powerful leadership lessons from the New Zealand All Blacks' 79% win rate: humility, continuous …

The Unbundling of Excel

Explore how Excel's 300M+ user base is being disrupted by specialized SaaS startups, mirroring Craigslist's …

Bias Against Creativity

Research shows why people reject creative ideas despite valuing innovation. Learn how uncertainty bias impacts …

The Bustling IPO Market of 2017

Analysis of 2017's tech IPO surge: 9 venture-backed companies up 29% post-IPO, with B2B firms reaching $9.8B …

When Statistics Will Mislead You

Discover how statistical analysis of startup fundraising data can be misleading, with key insights on Series …

The Asset Allocator in Chief

Learn how successful startup CEOs approach resource allocation as asset managers, turning $250k experiments …

Psychology for SaaS Startups

Learn how successful SaaS startups leverage social proof and psychology to reduce customer acquisition costs …

Against All Odds in Startupland

Discover why win probability charts can mislead founders & investors. Learn how data analysis falls short when …

Is Machine Learning Overhyped?

Is machine learning living up to the hype? Explore real-world AI breakthroughs, from 40% crash reduction in …

The $100M ARR Customer

Explore how Workday's $100M+ Walmart deal validates enterprise SaaS at massive scale. Key insights on the …

The Top 6 Posts of 2016

Discover 2016's most impactful startup trends: $70B in SaaS acquisitions, record Series A rounds, and …

Startups as a Second Language

Discover how startup culture mirrors language learning, with structured patterns emerging from chaos. Key …

Flux in the Fundraising Market

Analyze the shifting VC landscape: Series A funding drops 33% while Series B shows resilience. Key data on …

The Next Big Shift in SaaS

Explore how SaaS is evolving from displacement to disruption, as software companies capture 15% of market …

The Two Ingredients of Mastery

Discover the two essential ingredients for achieving mastery in startups and business, illustrated through …

How Many Inboxes Do You Have?

Explore how the modern knowledge worker juggles 12+ digital inboxes and communication channels, plus …

Land, Expand, Retain

Analyze ServiceNow's pioneering SaaS metrics reporting: land, expand, retain strategy drives $1B revenue. Key …

The Secret of Exceptional Teams

Discover the core principles of high-performing teams through lessons from championship rowing crews. Learn …

Inside-Outside-Bias in Startups

Explore how inside/outside bias affects startup founders' planning and timelines, with insights from Nobel …

Winning with Data

Learn how data-driven startups create lasting competitive advantages. Insights from top tech companies on …

The Craft of Management

Explore how autonomy, purpose & mastery drive modern startup teams. Key management insights from Daniel Pink's …

Your Customer's Top 3 Priorities

Learn why successful SaaS startups focus on solving their customers' top 3 priorities and how to position your …

Authenticity in Leadership

Explore different leadership styles from Nelson Mandela to Steve Jobs, and discover why authenticity matters …

Venture Debt for SaaS Startups

Learn how venture debt can reduce startup dilution and extend runway. See how $2M in debt vs $5M equity …

Mr. Market and the SaaS World

Explore how SaaS valuations correlate with growth metrics in 2024. Data shows faster-growing companies face …

The 57% Drop in SaaS Valuations

SaaS company valuations plummet 57% from 2014 peak, with top performers hit hardest. Key analysis of public …

The 12 Things I Know About You

Discover how the Forer Effect impacts startup founders and VCs through 12 universal psychological traits. …

Are You Present?

Discover how mindfulness and being present can transform startup leadership, featuring insights from Google's …

The Right Kind of Mania

Learn how the British cycling team's 1% improvement philosophy drove Olympic success, and why startups should …

The Turbulence in Startupland

Analyze the shifting startup landscape through data: despite growing concerns in Silicon Valley, 2015 …

Lessons from the 8 Great CEOs

Learn how 8 unconventional CEOs outperformed the S&P 500, including Warren Buffett's insights on breaking from …

The Magic of Email Snooze

Learn how email snooze transforms inbox management from LIFO chaos to strategic prioritization - key insights …

If You Chase Two Rabbits...

Learn why startups should resist expansion until reaching critical mass. Data-driven insights on focus vs. …

We Must Strive to be Ourselves

Discover how Hunter S. Thompson's timeless advice on authentic goal-setting applies to startup founders and …

Take Your Startup to the Limit

Learn how successful startups manage extreme growth and contraction through a powerful analogy. Key insights …

The Most Successful SaaS Sectors

Discover which departments control SaaS spending. Analysis of 50+ public SaaS companies reveals HR and Sales …

Welcome, Mina!

Former Uber first PM Mina Radhakrishnan joins Redpoint as EIR, bringing marketplace & hyper-growth expertise …

How to Make Pretty Charts

Learn how to create professional data visualizations using R and ggplot2. A step-by-step guide for startup …

The Gamble of the Private IPO

Explore why 25% of 2014 IPOs were down rounds and the growing valuation gap between private and public …

The Data Behind the Rule of 40%

Explore data-driven analysis of the Rule of 40% for SaaS companies, from startup to scale. See how growth + …

My 2 Favorite Gadgets from 2014

Discover how two tech gadgets transformed a VC's daily routine in 2014, from better sleep habits to enhanced …

The 2014 Class of SaaS IPOs

Analyze 2014's SaaS IPO class: 9 companies show 52% median share price growth post-IPO. Key data on …

Brutal Intellectual Honesty

Discover how brutal intellectual honesty drives better decisions in startups and VC. Key management lessons …

The Fastest User Interface

Discover why voice interfaces are 3x faster than typing, with speaking speeds of 120 WPM vs 40 WPM typing. …

Not A Conventional Company

Explore Google's unconventional path from startup to tech giant, growing from $220K to $3.2B revenue in 5 …

Are Tech IPOs Dying?

Analyzing 36 years of tech IPO data: Are private mega-rounds replacing public offerings? New data shows …

Why Customer Success? Why Now?

Discover why customer success has become critical for SaaS companies, driving 20% market growth and $18B in …

How Much is Your Business Worth?

Learn how to value your startup using market data: $1.2T in corporate cash and $412B in PE dry powder signal …

The Hottest Startup Sectors

Discover which startup sectors are surging in 2014: Hardware, Health & Wellness lead seed funding growth while …

The Great Unbundling of Email

Explore how email's unbundling creates opportunities for B2B startups, as 70T annual emails drive innovation …

The Workplace of the Future

Explore how office design, tools, and culture have evolved from the first information workers to today's tech …

The Power of a Coach

Discover how management coaching transformed a skeptical Google PM's leadership journey and why every startup …

My Surreal UberX Experience

A VC's perspective on how modern tech platforms like Uber break down communication barriers and enable …

The Machinery of Blogging

Discover the data-driven tools and technical infrastructure powering a leading VC blog. Learn how Jekyll, …

The New Market Places

Explore how modern marketplaces are evolving beyond Craigslist and eBay's models, shifting from simple listing …

A Moore's Law for Data

Explore how Moore's Law principles are transforming data processing & startup tech stacks, from 90% faster …

Frequently Asked Questions

Get answers to common questions about content usage, data visualization, and site policies. Learn how to …

The Tablet-First Retail Startup

Discover why tablet users drive 3.5x more retail value than mobile, with conversion rates 300% higher. Key …

The Language of the Web

Discover how JavaScript became the web's dominant language, with 3x growth in GitHub repos over 5 years and 7x …

The SaaS Valuation Bubble

Explore how SaaS company valuations surged 200-400% in 2 years despite unchanged unit economics. Key insights …

Silicon Valley's Library

Explore Silicon Valley's untold startup stories, from Google's early burn rate to Netflix's close calls. …

How APIs Will Evolve

Explore how APIs are evolving from simple data endpoints into powerful API Hubs, enabling startups to combine …

Deserve is a Toxic Word

A powerful lesson for founders: why feeling entitled to success can derail your startup journey. Learn how …

The VC Firm of the Future

How top VC firms must evolve: leveraging data & tech to find asymmetric opportunities in an era where 10% of …

The Series A Is Overloaded

Explore how the Series A landscape has evolved into 3 distinct types: Classic ($3-5M), Juiced ($8-15M), and …

Your Startup’s Three Horizons

Learn how McKinsey's Three Horizons framework helps startups balance current growth with future innovation. A …

The Founder’s Null Hypothesis

Learn how successful founders validate startup ideas using the Null Hypothesis framework - a data-driven …

A Formula for Innovation

Learn why successful innovation requires more than just invention. Explore the critical formula of invention + …

A Formula For Innovation

Learn the essential formula for startup innovation: why technical invention alone isn't enough and how timing …

The Library in Building 42

Discover why investing in employee education is crucial for startup success. Learn from Google's hidden …

The Secret to Growth Hacking

Learn how successful startups achieve sustainable growth through data-driven testing. Key growth rates and …

Out of My Depth

A VC's personal story of being out of depth as a startup engineering intern, and how mentorship and …

Founders, Equip Your Champions

Learn how successful founders structure winning pitches with a proven 3-step framework. Essential advice for …

Here’s to the Grinders

Discover how successful founders embrace the daily grind of building startups. A founder's reflection on time, …

A Startup’s Three Visions

Discover the 3 essential visions every successful startup needs: product vision, business vision, and team …

Anatomy of a Reference Check

Learn the essential framework for conducting effective reference checks in venture capital and startup hiring, …

The 11 Risks VCs Evaluate

Discover the 11 key risks VCs evaluate when investing in startups, from market timing to execution. Essential …

Strikes and Gutters

Discover why successful startups embrace both wins and losses. Learn how founders can shift from mostly …

Searching for Eric Schmidt

Learn how Google's founders spent 2+ years hiring their CEO and why executive hiring requires a radically …

A Letter to the Editor

Explore how modern blogging platforms can reinvent Letters to the Editor to drive startup growth through …

Boiling a Billion Frogs

Explore how Facebook's evolving data practices created billions in value, and what startups can learn about …

Every Damn Day

Learn how elite performance standards and relentless daily discipline drive success in startups and venture …

Building A Money Machine

Learn the 3 essential steps successful startups use to transform investment into scalable revenue. A proven …

The Religious Debate About Data

Explore the tension between data-driven and intuitive decision-making in startups. How top companies like …

The Power of Market Places

Discover why marketplaces like Airbnb and Uber dominate their sectors by disrupting traditional brokers …

A CEO’s epitaph

Learn how great leaders build winning teams through humility, from Andrew Carnegie's leadership philosophy to …

The new marketers

How modern startups transformed marketing from pseudoscience to data-driven discipline, creating new playbooks …

To Sell is Human

Discover why ambiverted salespeople outperform extroverts by 25% in enterprise sales. Key insights on modern …

Fundamentals of communication

Learn Peter Drucker's 3 essential communication principles for startup success: perception, expectation & …

Year in review: Best of 2012

Reflecting on a year of startup insights and data-driven analysis. See how this VC blog grew from 2k to 30k …

Tablets: the third platform

Discover why tablets are emerging as the highest-ROI platform, with 2x mobile conversion rates and 20% better …

The myth of the generalist

Discover why true generalists in startups are specialists who can connect their expertise to broader …

Email and meetings aren’t work

Discover how shifting your meeting ratio from 6:4 to 7:3 can boost productivity by 17%. Data-driven insights …

It all starts as a hobby

Discover how hobby projects and seemingly trivial tech innovations evolve into disruptive movements. Learn key …

Willing to be misunderstood

Discover how Amazon's willingness to be misunderstood reveals 3 essential startup principles: having a secret, …

The dumbest guy in the room

Learn how Netflix CEO Reed Hastings built success by being the dumbest in the room - key leadership lessons …

Data on the “seedpocalypse”

Explore data-driven analysis of the Series A funding crisis, examining 3 key trends reshaping seed-stage …

Financial planning for startups

Learn why financial planning is crucial for startup success, from milestone planning to fundraising strategy. …

Segmenting customer pipelines

Learn how to optimize SaaS conversion funnels by segmenting customer pipelines. Data-driven strategies to …

Great products are like ducks

Learn why successful startups and founders operate like ducks - appearing calm while working intensely beneath …

Honest cultures in startups

Learn how transparent startup cultures drive success through embracing challenges and rapid learning. Key …

The trinity of product design

Learn how successful SaaS products balance UX design for 3 distinct user types: new, occasional & power users. …

The culture of data science

Explore how Nate Silver's perfect election predictions highlight a cultural shift: why data-driven decision …

Radio Ga Ga

Explore how content platforms evolve and adapt, from Twitter's noise to Medium's curation model. Key insights …

The idea factory

Explore how Bell Labs' innovation model drove 100 years of tech growth through transformative inventions like …

Systems Thinking for Startups

Learn how systems thinking drives startup success through feedback loops and organizational learning. Key …

The future of search

Explore how Google Now's predictive search technology will reshape Android's competitive edge through machine …

Gigabytes under management

Learn how web companies maximize user data like banks manage assets, driving revenue through economies of …

Demo to term sheet in 3 hours

Learn how a startup went from demo to VC term sheet in just 3 hours. Key insights on crafting the perfect …

The startup love affair

Discover why successful startup investments require more than logic - exploring the critical role of emotional …

Consumer investment fatigue

Explore why consumer tech investments face headwinds and how VCs are adapting with two distinct strategies: …

Radio Ga Ga

Explore how content distribution platforms evolve: from Twitter's noise to Medium's curation. Analysis of how …

On negotiation

Learn 7 proven negotiation tactics from a Google & military trainer to succeed in startup deals, term sheets & …

The Freemium Game Plan

Learn the key elements of successful freemium business models: from product design to market fit. Data-driven …

All Great Managers are Alike

Learn how great managers succeed across industries, from Woody Allen's 40-year film career to modern startups. …

The Path to Exponential Growth

Discover why linear growth precedes exponential success in startups. See how Facebook grew from steady gains …

The 3 Kinds of Startup Metrics

Learn the 3 essential startup metrics types - from vanity metrics to business health KPIs - that drive …

Stories, not sentences

Explore how modern information overload impacts startups and decision-making. Learn why quality trumps …

Defining a Personal API

Explore how EU cookie laws and Facebook permissions shape the future of personal data APIs, impacting user …

Venture capitalist and former Google PM sharing data-driven insights on building successful startups. Join …

How Do VCs Analyze Companies?

Learn how VCs analyze startups through proven frameworks. A data-driven approach to venture capital …