Viewpoints

The modern battlefield is increasingly autonomous and software-driven, fueled by foundational developments in AI. Within 15 years, robots, drones, and other autonomous systems are projected to […]

Each new year brings a flood of market predictions. Here is a summary of PitchBook’s outlooks for the US VC in 2025: 1. Valuation growth for […]

Last month, I attended a Databricks conference in Mountain View with my daughter, a data scientist. Databricks, an 11-year-old powerhouse in databases and analytics software, is […]

ServiceTitan went public last Thursday. The company reported annual revenues of $685M (ltm ended July 31), a 24% yoy growth rate, gross margins of 72%, losses […]

Dear Rubrik Founding Partners, Your incredible journey — from humble beginnings in India to building a $10B+ tech powerhouse in just a decade — is nothing […]

Each year, ICONIQ, a prominent VC fund, analyzes financial and operating data from (mostly) its portfolio of startups — primarily SaaS companies — to uncover insights […]

Addepar is a wealth management software for financial advisors and institutions to aggregate, analyze, and report on complex investment portfolios. Its cloud-based investment management platform provides […]

Marc Andreesen and Ben Horowitz are the utmost insiders in venture capital. Through their Andreessen Horowitz VC funds, they have analyzed and invested in thousands of […]

As Q3 ends, let’s review how software companies have performed, based on Clouded Judgement’s data from 29 companies: * Every company exceeded Q3 consensus estimates, with […]