David Spitz

@bhalligan Yes but how do you ensure it’s measured apples-to-apples across time and from one org to another? Seems like the science of it is flawed.

Usage - overrated Nps - underrated

@edsim 💯

Thinking out loud - one of the biggest beneficiaries of GenAI in the enterprise and agentic worfklows will be software PE firms There are so many beaten down SaaS 🦄 they can buy on the cheap and with a GenAI playbook can now reduce costs even more dramatically And as the AI gets better and moves from just the easy stuff like support and code to more complex workflows, the profitability created is going to be 📈 We are going to see a ton of PE buyouts in the months ahead...

@ryan_c_walsh Excited to see this data Ryan!

@bhalligan 💯. I think the issue though is whether the incumbents can build better more innovative wrappers faster than those starting from scratch — and trying to find ways of short-cutting to integrate the domain expertise and workflow know-how advantages that the incumbents have

A lot folks are negative on the application layer of ai. I keep hearing that the "LLM wrapper applications" will get disrupted by the LLM's. I think you could argue that back in 2006, when HubSpot was founded and SaaS was exploding that all of us were "database wrapper applications." The industry blossomed by adding data, workflow, and deep domain expertise on top of those databases. I think LLM wrapper application companies will thrive by adding data, workflow, and deep domain expertise on top of the LLM's.

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@OnlyCFO So exciting! I never win contests!

@dspitz Bingo. You know your cloud companies

There is only one cloud company with a higher revenue multiple today than the peak of 2021. Any guesses?

@girdley Got it! Worth saying that this must be done on the screen itself and cannot be done in Windows (which will flip but not mirror left to right, which is required). Therefore make sure to buy a monitor that has this feature (Lilliput does).

@dspitz You can have the screen for the t-prompter reverse (mirror) itself.

I built my ideal "look great on Zoom/podcasts" setup. It cost some money -- but it’s worth it. Here is how I did it (if you want to copy it): 🧵

@girdley Thanks for all the info! I’m actually making this happen (already had the camera and mic so not as onerous!). Here’s my question: I often share screen. Is there any way to deal with the reverse/mirror image I see on the teleprompter?

Follow me @girdley for more. Reply with suggestions or questions. And, like/retweet the first tweet below if you found this useful.

@Kellblog Thanks for posting this! This has been the case (growth better predictor) most of the time… but also worth noting that r^2 of .39 still isn’t that good really!

Rule of 40 vs. NTM revenue growth correlated to enterprise value (EV) / ARR multiple. R40 R^2 is 0.19; NTM growth is 0.39. That is, growth is the better predictor today.

@singhns Love this! Please keep publishing your thoughts on this. The analogy to our collective need to change our mindset on human flight a century ago is particularly prescient.

Im all about AI in healthcare with LookDeep Health - but the chaos of generative AI led me to write this in VentureBeat on Generative AI and the enterprise. So much justified hype, BS, genuine disagreement, and high stakes leads t…lnkd.in/gbn3Pxq4 lnkd.in/gN4FYwGj

@davelyuan This is so on-target Dave! UBP must be the answer for many. You are right. But in some cases it won’t be crystal clear how you measure usage. The gauges will be critical!

Thoughts? Let me know your take 👇

AI puts per-seat pricing under dramatic pressure. Companies need to rethink their GTM assumptions dramatically. A 🧵:

@Kellblog @kwharrison13 Amazing stuff!!! I feel rewarded by the fact that I follow you @Kellblog. Thank you!

Guest Essay: VC Contagion - by Kyle Harrison - Newcomer — ⁦@kwharrison13⁩ writes great articles — skip the prosaic intros if you want, but the main course is worth feasting on. newcomer.co/p/guest-essay-…

@bhalligan This is superb! @chiefmartec and @bhalligan

2nd order effects of AI on revenue operations.

@OnlyCFO Well done!

@swersey Never knew this! Grandmother on your mom’s side? Or dad’s side?

On this day 112 years ago my great grandfather Louis Rosen (born Leib Resawski) died in the #TriangleFire, leaving my great grandmother Bertha, my grandmother Esther and her brother Joe alone in #NYC. They had only been in the US for three months.

@OnlyCFO It’s unfortunate that the Accountants don’t provide (or encourage) footnotes that allow companies to adjust the SBC to current market values. Adds volatility to the equation but would be a better reckoning.

@OnlyCFO This is a really great discussion! I posted something on LI last week on SBC that looked at this, arguing that it is a real expense that shouldn’t be overlooked. But the nuance you bring up here is critical and I glossed over it.

@chrija And how long it took them to get to that size!

@chrija Thanks! I’m particularly curious about the burn multiple of each group!!!

ICYMI: Funded vs Bootstrapped: Comparing the Metrics of 37 SaaS Companies buff.ly/2x6UaoW