Open APIs Are Over

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

Newsletter

Join 150k founders and operators who receive daily insights on AI and venture capital in their inbox.

Join 150,000 subscribers

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 …