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Prikvačeni tweet
Atlassian breaks down its view on market size:
800 million knowledge workers
100 million technical professionals
50 million registered Trello users
23 million software developers
Software devs make up only ~3% of all knowledge workers!pic.twitter.com/6SVGurK4jU
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Zoom
$ZM is trading at 21.3x EV/NTM Implied Oct '20 ARR as of 2/5/2020
Highest Valuation at EV/NTM Implied ARR
Highest Current Quarter FCF %
Revenue Growth Rate
Payback Period
Lowest R&D of Revenue
~$25b Enterprise Value
https://www.publiccomps.com/tickers pic.twitter.com/lnbuxFDi3U
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Made the switch from
@Mailchimp to@ConvertKit for our newsletters. But when I tried writing up an article on Convertkit, the page suddenly went blank and lost my work. Contacted support which was very responsive but hasn't found a solution.@nathanbarrypic.twitter.com/nyY4iIcsSu
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Developers are growing (use Github as proxy) Jan 2011 - 1m Jan 2013- 5m Jan 2019 - ~28m Jan 2020 - 38m
Goes to @chetanp point in his interview that the number of developers in the world is still a tiny fraction of the number of knowledge workers in the world YET growingpic.twitter.com/1VKi23PbTv
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I suspect a lot of the funds focused on software investing like Vista, Insight, Emergence, Bessemer, etc didn't expect the software markets to be as large as they are. Would be fascinating to go through the memos from the early 2010s and see how those markets played out.
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Looked up Salesforce S-1 market size b/c of
@chetanp interview
"The market for on-demand application services is projected to grow from $425 million in 2002 to $2.6 billion in 2007"
Today, $CRM is $16b of ARR
SaaS is bigger than expectedpic.twitter.com/bdBYksTUYy
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Check out IPO benchmarks here: https://www.publiccomps.com/tickers/ipo_quarters?items=B2B+SaaS …
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Of all SaaS companies that went public in 2018 & 2019,
$ZM grew the fastest at 108% at IPO Why?
Zoom simply had a better product than WebEx and Skype
Product conducive to self-service and upsell
R&D team of 500 in China kept R&D $ low
Growth of remote & distributed workpic.twitter.com/fS9BVRzuyC
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Typo on my end. I meant to say Apache Arrow allows you to convert pyspark dataframe<-> pandas dataframe really easily. The code is literally "pandas_df = spark_df.select("*").toPandas()" This is important because most live in Python and Pandas aren't used to PySpark
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Just set up my Databricks on AWS to run some analysis on the top 5 fastest growing SaaS companies. Was cool that you can convert pyspark dataframe to pandas pretty easily using Apache Spark The docs were pretty easy to understand. Though the notebook is different from jupyterpic.twitter.com/64jUqBpwrc
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Attentive (SMS for marketers)
is a boon to $TWLO "Attentive now works with over 750 leading businesses such as Coach, Urban Outfitters, CB2, PacSun, Lulus, Party City, and Jack in the Box—growing its client list 347% in just one year"Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Jon Ma proslijedio/la je Tweet
We can confirm that Kobe Bryant passed away today from the causes of a helicopter accident. The entire Los Angeles Lakers family wishes to support their family and friends. RIP KOBE

pic.twitter.com/FdqwpAFoGY
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Jon Ma proslijedio/la je Tweet
Continuing to move the game forward
@KingJames. Much respect my brother
#33644Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Talk about land and expand for Atlassian
"On average, based on the cohort groups from fiscal 2009, 2010 and 2011, our data indicates that our customers have spent over seven times their initial purchase over the subsequent five years through renewals, more products and teams."pic.twitter.com/pABEL7ZekG
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Thinking about switching from
@Mailchimp to@ConvertKit. Any thoughts on the two?@whoisnnamdi@sycognetta Finding Mailchimp's editor and newsletter format hard to read Fan of Convertkit's automation/sequencing of emails + simple UI for sending newsletters.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Jon Ma proslijedio/la je Tweet
Finally switched the PublicComps blog to
@Ghost. It’s much easier for@jonbma to move our@SubstackInc content over there. Its now on my top#SaaS tools for startups along with@LogRocket and@intercomHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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"Instead, Sequoia has pivoted to finance more enterprise software companies that are less capital intensive." Kudos to Jeff Horing and
@insightpartners for coming to this realization to focus on software since the mid-1990s https://www.insightpartners.com/blog/announcing-insights-6-3-billion-fund-x/ …https://www.wsj.com/articles/sequoia-is-in-no-rush-to-spend-8-billion-fund-11578654000 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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| ex-VC 
