Sat down with my friend @HackItMax on @GTMnow_ Podcast to kick off their new venture series. Thanks Max! We talked through the state of the market: IPOs reopening, secondaries exploding, and how AI is reshaping growth, metrics, and company building. Watch below and in

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In today's technology landscape, we're witnessing an era dominated by outliers—where a small number of top performers capture disproportionate value. The top 10 public software companies are larger than they've ever been. For context, the median valuation among those top 10

Oracle ($ORCL) was not on the list of incumbents that would be a massive AI beneficiary. The stock is up almost 6x from their 2022 lows.

Crime should not be the cost of modern society and @Flock_Safety is bringing in this future, today.

Slowing hiring/flat headcount and investing in AI tech is becoming more common in public tech earnings...latest from Affirm ($AFRM). Affirm is now GAAP profitable. https://t.co/pTiyJKV0G7

The most innovative companies in the world are using @framer to design, publish, and manage their websites. AI is accelerating the move to low-code approaches and Framer is taking advantage. @MeritechCapital is excited to further support Framer on their mission to be the

Netskope ($NTSK) @Netskope filed for an IPO, making them only the 2nd pure-play software company in 2025 behind Figma’s blockbuster IPO. In a world where companies like Databricks can raise billions at $100B+ valuations, Netskope is opting for the public markets. While they are

Very few companies can reduce headcount and dramatically increase revenue growth. It’s becoming more possible with AI, and Robinhood ($HOOD) is one of the best public company examples of operating leverage through the use of AI, keeping dilution in check, and incredible

The revenue from just the AI Labs (publicly reported figures from OpenAI and Anthropic), along with the public AI infrastructure companies, has already eclipsed all public SaaS revenue in 2024 (Nvidia's datacenter revenue drives most of the growth). It will almost double public

If you're a late-stage software company with $300M+ of last-twelve-months revenue, a compelling AI story, and growing 40-50% with strong unit economics, the public markets are now wide open :).

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Databricks announced they're targeting a $3.7B revenue run-rate ending this quarter, growing 50% year-over-year. That would make them the fastest-growing infrastructure company in the https://t.co/LzjYgwgMZP (public software companies) data set.

With the IPO window potentially opening, it’s helpful to review what public companies report besides a GAAP P&L, including items like revenue, gross margin, OpEx line items, operating income, etc. While ARR (annual recurring revenue) is the predominant metric to gauge success

CoreWeave ($CRWV) is up 4-fold (300%+) since pricing its IPO at $40/share in late March. It’s clear the public markets (and especially retail) want AI exposure and few pure plays in the public markets. $CRWV is also growing fast — they did $1.9B in revenue last year, up almost

The pace of growth and demand for AI today is dramatically outpacing the hyperscalers’ revenue during the move to the cloud and SaaS. While the hyperscalers (AWS, Azure, and GCP) were primarily the infrastructure underpinning the move to the cloud, NVIDIA’s ($NVDA) HPC &