- Entrepreneurship allows you to have impact at scale that you aren’t able to have in any other line of work.
- All money is green. How do you differ from other investors to help the companies you work with?
- Low code is one of the most interesting broad trends we’ve seen in the past five years.
- Today is a golden age of innovation. If you want to sell a product from your garage, it has never been easier to do that.
- The best GTM strategies are winning over the best products.
- 97% of companies are using some form of open-source software. It’s becoming much harder to differentiate.
- SaaS is becoming commoditized.
- Network effects have predominantly only existing for consumer businesses, but this is seeping into B2B products now.
- Vertical SaaS companies sell software to specific end user. Many of these are now unlocking a marketplace component where they can connect existing customers to new businesses through the software.
- SaaS companies are trying to becomes platforms so that third party developers can develop on top of their platform. This creates more value to the end user and makes the software even more sticky. Shopify, Salesforce, and Zoom have mastered this playbook.
- You have to study history to understand the products that are going to be built in the future.
- As software moved to the cloud, it introduced application performance monitoring. We’re now shifting to data-driven software; as this shift happens there will be a new class of companies that are focused on monitoring models and datasets to ensure that models don’t become bias over time.
- Ensuring data quality is going to become a massive opportunity over the next decade.
- Getting a job at a fast-growing, venture backed startup is probably the best way to launch your career, but it is still hard for most to get these jobs.
- Venture is an extremely lonely job despite meeting people all day.