Continuations

JANUARY 28, 2024

Readers of this blog and/or my book know that I am pro regulation as a way of getting the best out of technological progress. One topic I have covered repeatedly over the years is the need to get past the app store lock-in. The European Digital Markets Act was supposed to accomplish this but Apple gave a middle finger by figuring out a way to comply with the letter of the law while going against its spirit.

support 51

support innovation technology 51

Tomasz Tunguz

JANUARY 28, 2024

The fastest growing software category in the public markets is security. Data follows. Security companies as a group average 29% expected revenue growth in 2024, compared to 23% for Data (or DaaS which stands for data-as-a-service). Fintech & SaaS (horizontal) average ten percentage points fewer expected growth. Anticipation of this growth propels multiples.

SaaS 105

SaaS finance financing 105

Hunter Walk

JANUARY 28, 2024

Lots of venture capital transitions underway. Here’s what I predicted in Allocate’s 2024 Outlook Last week Pitchbook asked me (and others) for background on how a VC actually gets fired (or more often ‘transitioned’) Darwin moves slowly in venture, but these investor changes can be very disruptive to the founders who were backed by the exiting partner.

founder 72

founder VC disruption venture capital 72

A Smart Bear: Longform

JANUARY 28, 2024

What if your company could have only one single advantage over the competition? This exercise will make your positioning and strategy stronger.

strategy 72

strategy 72

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OurCrowd

JANUARY 28, 2024

PETACH TIKVA, Israel, Jan.

energy 28

energy development 28