SaaSletter - More AI + Curated Content
SaaSletter - More AI + Curated Content
Featuring Insight Partners, CB Insights + G2 / GTM Partners
Early Stage AI + Software Investing Podcast Episode
Our Guest:
from Earlybird Venture Capital, a European venture capital firm with 2 billion Euros assets under management (AUM), where he focuses on early-stage investing in B2B software and fintech.Akash also writes on Substack at
.The majority of the episode is on AI (like whether AI’s capital intensity fits in the VC model)
… while covering readthroughs and implications for incumbent software (like lowering gross margins, lowering barriers to entry, and new pricing models).
December 2023 B2B AI Interest Index
We’ve updated our B2B AI Interest Index through December 2023:
The themes are substantially similar to the debut November edition (which includes more on the Index’s methodology):
“Atomic” > “Compound”: interest is at the “atomic” and “enabling” level (like Collaboration + Productivity) and not yet for “compound” applications (where multiple atomic AI features are aggregated to create a powerful, compound AI application).
Underwhelming Interest Trends: December saw modest declines vs November. Caveat: December is consistently a weak month due to holidays/seasonality.
Curated Content
"Needles and Haystacks: Which GTM Practices are Actually Best Practice?" - a great tactical report from Insight Partners. While I’ve included the summary here, the granular slides that quantify the difference between high and low performing orgs are very worthwhile:
Risks of Relying on Expansion: A quick post using PagerDuty’s data:
“Generative AI predictions for 2024” - 112 slides from CB Insights
“Generative AI: A Tectonic Shift for GTM” - a G2 / GTM Partners report on AI in GTM:
“B2B SaaS Marketing & Revenue Benchmarks” - from HockeyStack - includes many benchmarks across MQLs, pipeline, win rates, channel mix, and sales cycles
An *excellent* thread that breaks down the distribution / histogram of M&A values starting from the question “Why in God's name would you expect your investment can exit for >$200M?”:
A quote on strong AI demand from ServiceNow’s earnings:
RepVue quota attainment data in
’s “Creating a Sales Commission Plan” guide: