Published inPoint Nine Land·May 19Building an AI fortress in the age of GPT-4Does the acceleration in AI make your SaaS company more or less defensible? — Last week, I looked into the question if AI is a platform shift as disruptive as the move from on-premise to the Cloud. My conclusion was that Generative AI is an asteroid impact event for B2B software, comparable to the launch of the iPhone or the Internet itself. But unlike…AI6 min readAI6 min read
Published inPoint Nine Land·May 17Who’s building the Copilot for VCs?A few months ago, I started to hash out some thoughts and draft up some wireframes for a blog post about a “Copilot for Office Workers” product idea. With everything that’s been happening in AI in the last few months, that feels like a very long time ago. …AI4 min readAI4 min read
Published inPoint Nine Land·May 11Generative AI: An Asteroid Impact Event on B2B SoftwareSpeed and Adaptability Will Define the B2B SaaS Winners in the Generative AI (R)evolution — To say there’s no shortage of opinions on ChatGPT and the future of AI would be an understatement. With voices ranging from AI researchers, builders, and investors to the notorious clickbait “AI influencer” on social media, it seems like everyone has something to say. …SaaS5 min readSaaS5 min read
Published inPoint Nine Land·Mar 14Cash management at startupsEasy-to-implement tips and tricks to keep your money safe — As I said on Twitter yesterday, most (if not almost all) VCs — ourselves included — have failed to talk to founders about where they store their cash. We spend enormous amounts of time discussing runway, burn, and financing with founders. But if a startup has stored its cash…Venture Capital10 min readVenture Capital10 min read
Published inPoint Nine Land·Feb 25Apples plus oranges?How to show different revenue streams in vertical SaaS — A few weeks ago, our portfolio company Jobber announced (besides a $100M Series D) that its 200,000 customers — small businesses that provide home services like lawn care, plumbing, residential cleaning, and painting — have earned $13 billion in revenue in 2022. …SaaS5 min readSaaS5 min read
Published inPoint Nine Land·Jan 27Quick thoughts on ChatGPT and why it matters for SaaS startupsYesterday I published a brief LinkedIn post with a few thoughts on ChatGPT and the implications for SaaS companies. The posting prompted (no pun intended) many interesting comments, so I wanted to re-post a (slightly polished and extended) version here. As we enter month 3 CE (ChatGPT Era), I’d like…AI5 min readAI5 min read
Published inPoint Nine Land·Nov 11, 2022What’s your hierarchy of goals?A simple framework that might help you with your 2023 planning — With only six weeks left in 2022, I’d like to share some thoughts that might be useful for founders as they start to think about their budgets and plans for 2023. Given how much the market has changed this year, planning ahead for 2023 is different from any other year…20235 min read20235 min read
Published inPoint Nine Land·Jul 30, 2022What does it take to raise capital, in SaaS, in 2022?We’re excited to share the new version of the SaaS Funding Napkin. — SaaS Funding Napkin?! If you have no idea what we’re talking about, it means one of two things: either you are pretty new to SaaS, or it’s been way too long since we published the last version of the napkin. Either way, if this is the first time you’ve heard…Venture Capital7 min readVenture Capital7 min read
Published inPoint Nine Land·May 10, 2022Hyper-growth is great, but don’t die while tryingHow to avoid bad surprises when you’re planning for fast growth — Companies perform according to plan … until they don’t. That’s a tautology/joke, obviously. What I mean is that it quite frequently happens that companies go from “more or less according to plan” to quite drastically below plan in just a couple of months. There are a few mathematical and psychological…SaaS7 min readSaaS7 min read
Published inPoint Nine Land·Apr 5, 2022Twitter is not working on an edit buttonA few weeks ago, I put out a few tweets about our investment in Heygo. When I noticed a misleading typo in one of the tweets a few hours later, I was reminded that Twitter doesn’t allow you to edit a tweet once it’s published. …Twitter5 min readTwitter5 min read
