Tomasz Tunguz

DECEMBER 17, 2022

ML propels SaaS into a massive second wave that increases workers’ productivity measurably. Users grow accustomed to this very quickly & ML becomes a requisite feature in most workflow SaaS. Here are my predictions for 2023. The hangover from web3’s raucous 2022 extends into 2023.

SaaS 104

SaaS incumbents board accelerator 104

Andreessen Horowitz

OCTOBER 12, 2023

When it comes to purchasing AI solutions specifically, some organizations have a predisposition to buying from larger incumbents, so be sure to have a crisp value proposition for why they should partner with a startup over a larger incumbent with whom they’re already working.

incumbents 108

incumbents health frameworks strategy 108

TechCrunch

MAY 11, 2022

Specifically, its latest offering is designed to serve subscription, membership and SaaS (software-as-a-service) service companies. For its part, Pipe came out of the gate with the same SaaS focus but has since expanded to working with non-SaaS companies as well.

financing 98

financing finance funders SaaS 98

TechCrunch

OCTOBER 26, 2022

But, as we will explore, innovation in this field is also a corollary to broader trends, such as the rise of product-led growth among B2B SaaS companies, which have become both practitioners and consumers of usage-based pricing. There are also reasons to think that we haven’t seen all of it yet. Microsoft in 2017 acquired Cloudyn [ … ].

incumbents 98

incumbents SaaS innovation opportunity 98

Andreessen Horowitz

MARCH 22, 2024

That said, we’ve outlined how we’re thinking about pricing and packaging in a part of the market that’s debating how to monetize their new genAI feature— B2B SaaS and prosumer companies —and how we’re seeing other companies approach the same question so you can better understand where your strategy fits in today.

frameworks 124

frameworks SaaS incumbents founder 124

Tomasz Tunguz

JULY 13, 2014

Vik Singh wrote a great post in VentureBeat last week titled “ Why Salesforce Needed to Buy RelateIQ ” in which he talks about a new era in SaaS, the Predictive Era, the era of intelligent software. As a result, predictive SaaS companies can easily access this data. RelateIQ showed this to some extent in CRM.

SaaS 40

SaaS incumbents technology investing 40

TechCrunch

MAY 3, 2022

Last quarter, UiPath grew its revenue by 39%, so “the company fits neatly into the high-growth SaaS bucket,” wrote Ron and Alex Wilhelm. Felicis Ventures partners share the four pillars of scaling a SaaS startup. Felicis Ventures partners share the four pillars of scaling a SaaS startup. Develop new products.

pitching 84

pitching SaaS incumbents ventures 84

Tomasz Tunguz

JUNE 20, 2016

Second, the key systems of record in SaaS are already in place. Subverting those incumbents is going to require a meaningfully better product or substantially more effective customer acquisition channel. We haven’t really seen a discontinuity of the magnitude SaaS presented to server/client, yet.

SaaS 40

SaaS incumbents venture capital ventures 40

Tomasz Tunguz

APRIL 6, 2023

Market : how to compete with incumbents? Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks. Moats : how to develop competitive advantage?

incumbents 89

incumbents startup SaaS sustainability 89

Tomasz Tunguz

MAY 3, 2016

In the past week, Oracle acquired two vertical SaaS companies. In addition, OPower’s gross margin at 62% is lower than the median SaaS company of 71%. Large software incumbents must bolster their product portfolios so their sales teams have new products to sell. trailing 12 month revenue multiple.

SaaS 40

SaaS incumbents construction startup 40

TechCrunch

DECEMBER 10, 2021

Many individual grocers offered their own delivery during the global pandemic, in addition to the delivery incumbents Instacart, PC Express, Inabuggy, DoorDash and Uber Eats. It’s been impressive watching them over the past couple of months,” Novak added.

incumbents 86

incumbents disruption capital founder 86

TechCrunch

JULY 12, 2022

With a large population, Pakistan is geographically smaller, well-connected with fewer provinces, has lower regulatory barriers and doesn’t have strong incumbents,” Khurshid, who is originally from Pakistan, said via email. This allows Pakistani startups to scale faster throughout the country and expand into other markets.”.

venture capital 92

venture capital VC capital ventures 92

TechCrunch

OCTOBER 27, 2021

After developing a network of telehealth, diagnostics and pharmacies for consumers, digital health company Truepill is targeting healthcare incumbents like health payers, providers and employer groups. The company’s “big focus is continuing the vision of transforming healthcare,” said Sid Viswanathan, president and co-founder of Truepill.

incumbents 98

incumbents health enablement venture capital 98

TechCrunch

MARCH 21, 2022

Over the past couple of years, we’ve started seeing content marketing take a leap forward as SaaS companies like Salesforce, Hubspot and Shopify began behaving more like media companies, with content at the center of everything they do. And, can startups imitate the sort of content production we’re seeing at incumbent SaaS companies?

media 98

media SaaS incumbents technology 98

Tomasz Tunguz

AUGUST 27, 2015

Much has been written about the consumerization of IT , the movement fueling many SaaS startup’s growth by targeting individuals in a target customer called B2C2B , rather than selling top down. But until yesterday, I hadn’t found anyone who had quantified the size of the movement. This is a fundamental shift.

SaaS 40

SaaS incumbents collaboration financing 40

Tomasz Tunguz

DECEMBER 18, 2019

With SaaS penetration roughly 20-30% by our estimates, there's several hundred billion in market cap to be created in the next few years. And incumbents desire as much of that as possible for themselves. Startups begin to siphon off important but underserved segments of SaaS incumbent's customer bases.

incumbents 66

incumbents SaaS sustainability collaboration 66

Tomasz Tunguz

JUNE 7, 2015

The role of the marketing team within SaaS has stretched from simply engendering awareness and creating interest, to guiding customers much deeper into the funnel. This change has three important ramifications for SaaS startups. Steve Patrizi created the schematic above that illustrates the idea beautifully.

SaaS 40

SaaS incumbents B2B marketing education 40

TechCrunch

JANUARY 11, 2022

In other words, it may not appear as SaaS growth, but it could appear as value growth. Regardless of if it goes down the public market path or not, Harry’s goal since birth was to target incumbents in the global shave market, which is forecasted to reach $22.5 billion by 2030.

financing 85

financing finance incumbents incubation 85

TechCrunch

FEBRUARY 2, 2021

TrustLayer , which provides insurance brokers with risk management services via a SaaS platform, has raised $6.6 Mort appreciates that TrustLayer is tackling the problem not by becoming the insurance broker, but by working with the incumbents as a software solution. million in a seed round.

data analysis 89

data analysis incumbents hospitality construction 89

TechCrunch

FEBRUARY 7, 2023

Meanwhile, SaaS Labs provides AI tools to automate certain sales and support processes. Then there’s incumbents like Automation Anywhere and UiPath, which occupy the enormous robotic process automation market. After all, Jiffy.ai

incumbents 92

incumbents support SaaS pitching 92

TechCrunch

NOVEMBER 22, 2021

In the case of AutoCloud, that’s a SaaS model that will feature pricing tiers based on the number of assets tracked. At that point, how strong the CloudGraph project has become on its own will be a key deciding point in whether AutoCloud can or cannot compete with more incumbent tech companies.

incumbents 84

incumbents SaaS ventures capital 84

Tomasz Tunguz

AUGUST 28, 2021

Should you price your SaaS per seat or per use? Sometimes, entering the market with a different pricing model disrupts incumbents. That was one of the salient questions Madhavan Ramanujam answered in last week’s Office Hours at Redpoint. Competition. Michelin developed a much more durable tires.

frameworks 109

frameworks strategy incumbents startup 109

TechCrunch

JANUARY 26, 2022

Polly, a SaaS technology startup aiming to “transform” the mortgage capital markets, announced today that it has raised $37 million in a Series B funding round led by Menlo Ventures. New backers Movement Mortgage, First American Financial and FinVC joined existing investors 8VC, Khosla Ventures and Fifth Wall in participating in the round.

incumbents 78

incumbents financing finance SaaS 78

TechCrunch

MARCH 21, 2022

The new funding will enable CommerceIQ to accelerate its R&D and M&A activities, which Hariharan said will focus on potential opportunities to go deeper and broader into the vertical SaaS and also look at expansion into the Europe and Asia Pacific regions. “We 4 trends that will define e-commerce in 2022.

capital 89

capital startup enablement incumbents 89

TechCrunch

JANUARY 27, 2022

Vesta says its SaaS model expedites the lending process with a platform that is designed to eliminate redundancies, reduce compliance risk and help lenders better understand, measure and improve their origination processes. ” “This is very contrary to the incumbents,” Yu told TechCrunch. “We

peer-to-peer 97

peer-to-peer incumbents financing finance 97

TechCrunch

FEBRUARY 2, 2022

Additionally, Melonn works with a range of transportation providers, including incumbents such as FedEx or DHL and last-mile startups, to reduce shipping times and costs. . Melonn then takes care of the picking, packing and delivery, so that end-consumers receive their orders on the same or next day, also taking care of returns.

enablement 97

enablement startup incumbents transportation 97

Tomasz Tunguz

DECEMBER 20, 2016

2016 was a year of change for SaaS, and most of the story was the public market. More than $70B of public SaaS market cap was taken private by both other publics and also by private equity firms. SaaS company formation seems to be slowing, but the companies that do raise, command larger Series As than ever.

SaaS 40

SaaS incumbents strategy disruption 40

TechCrunch

AUGUST 11, 2022

Menezes says he thinks about the competitive landscape in three ways: build-it-yourself, legacy incumbents and low-code startups. Legacy incumbents necessarily have large professional services teams to configure on-prem software, while startups, he argues, are largely focused on business users as opposed to developers.

incumbents 78

incumbents development support accelerator 78

Y Combinator

AUGUST 30, 2021

The emergence of SaaS business models has further set the stage for companies like Gusto to transform SMB operations. In the long run, software platforms have the potential to be much larger than traditional incumbents. Incumbents relied primarily on sales teams, which Gusto suspected actually limited their reach among SMBs.

incumbents 90

incumbents peer-to-peer health opportunity 90

Entrepreneur's Handbook

JUNE 21, 2021

Here are 6 tactical guidelines drawn from my work with 15+ global tech upstarts in D2C, B2B marketplaces, SaaS for SMBs, logistics, cybersecurity, and digital health over the last decade: 1. Winning big often means starting small.

startup 89

startup strategy SaaS incumbents 89

Tomasz Tunguz

SEPTEMBER 6, 2023

Historically, software-as-a-service (SaaS) has been built on databases with structured data, as you might find in an Excel spreadsheet. But the ability of large language models to extract insights from unstructured information changes this architecture : data repositories like data lakes are becoming essential parts of modern SaaS stacks.

incumbents 123

incumbents SaaS disruption support 123

TechCrunch

AUGUST 19, 2023

Today I’m looking at subscriptions in India from two angles: the consumer market and B2B SaaS. That’s still the model that incumbent Oura shifted to, arguing that this allows it to continually add new features. It’s inspired by the daily TechCrunch+ column where it gets its name. Want it in your inbox every Saturday?

incumbents 84

incumbents SaaS startup media 84

TechCrunch

JANUARY 14, 2021

Moallemi says incumbents have a couple of key challenges that Mosaic hopes to overcome. million of Series A financing led by Trevor Oelschig of General Catalyst, who has led other enterprise SaaS deals into startups like Fivetran, Contentful, and Loom. Screenshot of Mosaic’s planning function. Photo via Mosaic.

financing 98

financing finance incumbents consulting 98

TechCrunch

APRIL 30, 2022

At TechCrunch Early Stage this month, we sat down with Felicis Ventures partners Viviana Faga and Niki Pezeshki to talk about scaling, product-market fit, and why it’s crucial to be “10x better” than the incumbents. Product-market fit. Startups must be able to demonstrate that they have users that love their product.

ventures 91

ventures SaaS incumbents startup 91

Tomasz Tunguz

FEBRUARY 10, 2018

The SaaS wave of the last ten years optimized intra-company operations. Blockchain companies are striving to identify where this novel technology will dislocate incumbents, dislodge budgets and create massive businesses. Where will decentralized software applications thrive? Wherever there is a need for a shared trusted database.

SaaS 75

SaaS incumbents enablement financing 75

TechCrunch

OCTOBER 1, 2021

The B2B SaaS startup thus aims to become a command center for the finance and executive teams to see how a business is doing in real time and to be able to make necessary operational changes faster. Image Credits: Vareto. It’s a collaborative exercise with executives across the business who own the various inputs.”.

financing 98

financing finance incumbents collaboration 98

TechCrunch

JANUARY 30, 2022

As these technologies proliferate in everyday life, we’ll witness the advent of the Internet of Payments …Together, sooner than you might think, the newcomers will unseat the incumbents. The meteor is about to hit. And we’ll all be better off for it. billion valuation.

incumbents 136

incumbents SaaS angel investing ventures 136