Categories Market Analysis

110 posts

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IoT and data science will boost foodtech in the post-pandemic era

Sunny Dhillon Contributor Share on Twitter Sunny Dhillon is an early-stage investor at Signia Ventures in San Francisco where he invests in retail tech, e-commerce infrastructure and logistics, alongside consumer and enterprise software startups. More posts by this contributor From farm to phone: A paradigm shift in grocery An optimistic […]

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Conversational analytics are about to change customer experiences forever

Evan Kohn Contributor Share on Twitter A digital marketing and customer experience leader, Evan Kohn is chief business officer at Pypestream, where he created PypePro, an AI onboarding methodology used by Fortune 500 firms. Companies have long relied on web analytics data like click rates, page views and session lengths […]

Software stocks set new records despite earnings, pandemic

You might have missed it, but amidst the current political-M&A-pandemic-election-disinformation news cycle we find ourselves in this week, SaaS and cloud companies reached new public market records. Yesterday, the Bessemer-Nasdaq cloud index closed at 2,035.54, a new record finish for the basket of software companies. And, today, the index broached […]

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SaaS securitization will disrupt VC’s biggest returns this coming decade

SaaS investing has been on fire the past decade and the returns have been gushing in, with IPOs like Datadog, direct listings like Slack and acquisitions like Qualtrics (which is now being spun back out) creating billions of wealth and VC returns. Dozens more SaaS startups are on deck to […]

Is the 2020 SPAC boom an echo of the 2017 ICO craze?

I wanted to write an essay about Microsoft and TikTok today, because I was effectively a full-time reporter covering the software giant when it hired Satya Nadella in 2014. But, everyone else has already done that and, frankly, there’s a more pressing financial topic for us to parse. Let’s take […]

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Even as cloud infrastructure growth slows, revenue rises over $30B for quarter

The cloud market is coming into its own during the pandemic as the novel coronavirus forced many companies to accelerate plans to move to the cloud, even while the market was beginning to mature on its own. This week, the big three cloud infrastructure vendors — Amazon, Microsoft and Google […]

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How one moonshot VC approaches investing in the COVID-19 era 

Take one glance at Playground Global’s portfolio and a theme emerges: The firm’s investments are forward-looking, longer-term plays, a strategy that runs counter to the fast-return ethos that permeates certain Silicon Valley sectors. The Palo Alto-based VC firm is banking on the future with investments in capital-intensive and technically complex […]

Working to understand Affirm’s reported IPO pricing hopes

News broke last night that Affirm, a well-known fintech unicorn, could approach the public markets at a valuation of $5 to $10 billion. The Wall Street Journal, which broke the news, said that Affirm could begin trading this year and that its IPO options include debuting via a special purpose […]

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Opportunities (and challenges) in church tech

Will Robbins Contributor Share on Twitter Will Robbins is an early-stage investor at Contrary. More posts by this contributor Jesus, SaaS and digital tithing Voodoo Games thrives by upending conventional product design Americans are rapidly becoming less religious. Weekly church attendance is falling, congregations are getting smaller or even closing […]