Make a deal with Tomasz Tunguz
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469.4K views
Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000.
A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies.
223.8K views
I’m thrilled to announce the debut of Theory Ventures (@theoryvc) & our first fund of $230m.
I’ve spent my career as a student of startups. I’ve worked for two, invested in many, seven of which became unicorns.
183.6K views
Just how big is the current web3 B2B SaaS total addressable market (TAM)?
114.9K views
Founder-led sales are sales engineering sales, not account executive sales.
As a company scales, founders transition sales to others. The default behavior is for founders to pass sales to account executives. What if they passed it to sales engineering?
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🔥 Top post: Constellation Software is a $30b+ publicly-traded software holdi · 469.4K views
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Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000.
A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies.
OpenAI has committed to spending $1.15 trillion on hardware & cloud infrastructure between 2025 & 2035.1
The spending breaks down across seven major vendors: Broadcom ($350B), Oracle ($300B), Microsoft ($250B), Nvidia ($100B), AMD…
Nvidia just committed $110B in vendor financing—85% of annual revenue. Lucent's playbook in 2000? 20%. Is this the telecom bubble all over again? I analyzed the numbers. Thread 🧵
Moderna unified the role of CTO and head of people - the new leader determines which jobs are better done by humans or AI.
It's among the first in what will very likely be a series of org chart reimaginings.
Today, we’re announcing our second fund of $450m to support our mission of partnering with early stage software companies that leverage technology discontinuities into go-to-market advantages. This marks the next chapter in our firm’s evol…
Klarna, the Swedish fintech giant, is making waves by churning from industry-standard software like Salesforce and Workday in favor of building its own internal systems with AI.
After their success with AI customer support automation whic…
If it wasn’t clear before, AI is the single biggest revenue driver in cloud.
Microsoft’s Azure is winning share directly from Amazon. In Feburary, Microsoft grew 2% & Amazon lost 2%. Google is also taking share - 1% in the last year. …
What was the most profitable software company in Q1 2024?
Ethereum.
Ethereum generated $370m in profit on $825m in revenue for about a 45% net income margin.
The chart above shows both the historical performance & also explains ho…
Over the weekend, Tobi, the founder and CEO of Shopify, discussed the major reason investors passed on Shopify in the early days : market size.
I remember that financing round, & I remember having the same concern, & making the sa…
Rubrik, a Palo Alto-based data security company, filed their S-1 yesterday. At $784m in ARR, growing 47% with 130% net revenue retention across 6100 customers, the company should be one of top 10 fastest growing software companies alongsid…
ServiceNow, a $150b market cap company, made this statement yesterday in their earnings call :
“In Q4, our gen AI products drove the largest net new ACV contribution for our first full quarter of any of our new product family releases eve…
I can remember at each career inflection point the person who took a bet on me.
When I joined Google it was Kim. When I moved to product, Marissa. Then to Redpoint, it was the early stage team : Geoff, Tim, Chris, & Scott. Lloyd &…
Founder-led sales are sales engineering sales, not account executive sales.
As a company scales, founders transition sales to others. The default behavior is for founders to pass sales to account executives. What if they passed it to sale…
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🕵️ Fake follower check
Estimated- Est. 85% real, active audience · Low fake-follower risk.
- Engagement (~0.7× of followers engage each post) is around typical for X.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (18+ years old).
- 0.49% engagement — below the ~14.4% typical for this size.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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17%
Gulf News
16%
Minecraft Earth
16%
はむっぴ
14%
Harrison Osterfield
12%
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10%
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