What drives the acquisition market of startups? It’s the big deals. In the last decade, the total number of venture backed software M&A by count has remained relatively constant. The black line shows the linear trend across US venture backed companies with disclosed values of

Must-read commentary on the future of SaaS Rippling’s 2024 Investor Memo buff.ly/3QpIuoS

There is a massive opportunity cost for startups who can't get their go-to-market (GTM) machine working. It causes them and the board to focus endlessly and excessively on getting it to work. I call this GTM Myopia and it's really dangerous. I've literally watched companies

That bar today for a strong IPO is $200m+ ARR growing 50%+ In fast, the only 2 SaaS IPOs since 2021 were $500m growing >50% (Klaviyo, Rubrik) You can’t get there without T2D3: $1m to $3m+ in 12 months $3m to $9m in next 12 $9m to $18m in following 12 … $18m to $36m the year

Recorded a podcast with Robert Drost, Ph.D. 🦇🔊 from Eigen Foundation yesterday. Exceptionally smart people explain things without too many assumptions and jargons. Robert surely did that throughout the conversation. The aha moment for me was learning about "intersubjectivity". Stay tuned, the

"The greatest trick the Devil ever pulled was convincing the world that Google’s HCU was anything about content”

I write this as an optimist. Over the last 20+ years since the Indian economy opened up, we’ve been closing the gap between us and the western nations. That gap is widening once again, thanks to AI. We are at a point in the global innovation cycle that it is clear to me what has

A firestorm of debate has ignited in India since I walked off a podcast due to the poor air quality. Indians, organize yourselves and take action. You will do more to improve India’s health by cleaning up the air than by curing cancer.

Pathetic support from Atlys - no response, no way to call, callback option doesn’t work, and emails just get templated replies. Worst experience ever. Do better." Mohak Nahta need your attention here.

A month ago, I launched one of the most valuable Chrome extensions for SEO link building you’ll ever find. It’s a tool I originally made for myself, but then decided to make public. What does it do? It shows you the best prices for guest post placements across multiple

You don't get to call yourself a founder just because you started building something. That's the biggest lie in startups. We’ve glorified the act of starting to the point where it obscures the only thing that matters: whether anyone wants what you're making. Founders confuse

built this web app that allows me to read epubs like i am scrolling though reels. found an epub of all the Paul Graham essays, downloaded it and uploaded on the app, now you can just scroll through and highlight if needed. would you use it?

we'll look back at this era and think "wow, it was weird how every SaaS company had a library of rehashed Wikipedia content on their website." we're so accustomed to educational blog content and resource centres that we assume they're some innate part of the user journey, of

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Multiplier 2025 wrapped? Nah nah, this is Multiplier RAPPED! You’re gonna want the volume up for this one 🔊 We’re remixing our biggest moments of the year. Ready to re-rewind with us? DJ, drop that beat.

Don't create two tiers of performance expectations. As companies scale, there's a temptation to hold the founding team to one standard and everyone else to a lower one. Founder-level performance for the originals, employee-level for the rest. This is a mistake. It breeds

Here’s the full version in print, available in our weekend edition as well as the FT Magazine. The earlier free link no longer works as too many have used it.

PREDICTION: THE CPO ROLE, AS WE KNOW IT, WILL VANISH IN FIVE YEARS At young AI native companies, the traditional PM role is on the wane, replaced with a product builder archetype that’s a combination of Product, Design and Engineering. These companies will never hire a CPO. A

🚨#BREAKING: Lord Mandelson has resigned over the Epstein files.