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  1. Prikvačeni tweet
    2. velj

    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!

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  2. prije 19 sati

    Zoom is trading at 21.3x EV/NTM Implied Oct '20 ARR as of 2/5/2020 😮 1️⃣Highest Valuation at EV/NTM Implied ARR 1️⃣Highest Current Quarter FCF % 3️⃣Revenue Growth Rate🔥 5️⃣Payback Period 🏆Lowest R&D of Revenue 😆~$25b Enterprise Value 👉

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  3. prije 20 sati

    Made the switch from to 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.

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  4. 4. velj
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  5. 2. velj

    Developers are growing (use Github as proxy) Jan 2011 - 1m Jan 2013- 5m Jan 2019 - ~28m Jan 2020 - 38m 🔥 👉Goes to 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 growing

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  6. 2. velj

    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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  7. 2. velj

    Looked up Salesforce S-1 market size b/c of interview 😄 "The market for on-demand application services is projected to grow from $425 million in 2002 to $2.6 billion in 2007" 👉 Today, is $16b of ARR 😮 SaaS is bigger than expected

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  8. 2. velj
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  9. 2. velj

    Of all SaaS companies that went public in 2018 & 2019, 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 work

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  10. 2. velj

    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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  11. 1. velj

    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 jupyter

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  12. 1. velj

    😮 Attentive (SMS for marketers)📈is a boon to "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"

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  13. proslijedio/la je Tweet
    26. sij

    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 🙏❤️

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  14. proslijedio/la je Tweet
    26. sij

    Continuing to move the game forward . Much respect my brother 💪🏾 #33644

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  15. 26. sij
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  16. 26. sij

    😮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."

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  17. 24. sij

    Thinking about switching from to . Any thoughts on the two? Finding Mailchimp's editor and newsletter format hard to read Fan of Convertkit's automation/sequencing of emails + simple UI for sending newsletters.

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  18. proslijedio/la je Tweet
    22. sij

    Finally switched the PublicComps blog to . It’s much easier for to move our content over there. Its now on my top tools for startups along with and

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  19. 15. sij
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  20. 15. sij

    "Instead, Sequoia has pivoted to finance more enterprise software companies that are less capital intensive." Kudos to Jeff Horing and for coming to this realization to focus on software since the mid-1990s

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