Career Update: CFO of Super.AI

SaaS Winners and Losers, AI Pricing & Efficient Growth : My "SaaS Perspectives" Interview w/ Bowery Capital

Managing Investors, Budgets, and Expectations w/ CJ Gustafson : A SaaS101.Live Interview

☁ $PANW: Where's the Billings?: Answer: They're being financed

☁ $DDOG: Derisking the Growth Story : Simple Products + Unified Platform = Juggernaut

☁ AI Pricing vs. Efficiency Gains: LAST DAY: 30% off SaaS + Cyber Bootcamp

☁ Interest Rates and SaaS Multiples: Diving into Risk and Fundamentals

☁ ARR Book 101: NRR, GRR, and Renewal Rates: + Interactive Worksheet

☁ How to Build an ARR Book (Part 1): + Worksheet to Build your own SaaS "Leaky Bucket"

SaaS X-Ray and IPO Markets w/ Stan Zlotsky (Pendo.io): Disruption = Growth, Spreadsheets vs. Real life, and Building better SaaS Cos

☁ Benchmarking 101: LAST CALL: SaaS Bootcamp + Guest Speaker List

☁ God Bless Klaviyo: $650M+ ARR // $15M cumulative Burn // Founder owns 38.1%

☁ SaaS Revenue 101: Internal vs. External Forecasting

☁ "Nobody wants a Hiroshima moment": Checking in on Responsible AI, AI Governance, and LLM Security

☁ Databricks & Enterprise AI: MosaicML, Open Source, and Private LLMs

☁ $120B of AI-Powered Price Increases: $MSFT & $CRM take aim at Enterprise AI

Thoughts on SentinelOne: ARR Metrics, Revenue Forecasting, and the Price of Confidence

☁ The next 5 years of vSaaS Investing w/ Bowery Capital: Plan Ahead to Eat your Cake + Decade Founders

☁ Datadog Q4: Platform vs. Optimization: And FREE 2-Hour $DDOG + Modeling Workshop

☁ Diving into RPO Metrics: What is Driving $NOW cRPO Movements?

Customer Economics and FCF with Will Sheldon @ Accel: Looking Beyond The SaaS Income Statement

☁ Platform or Bust: And Risks to your 2nd Act

☁ Adobe didn't buy ARR: Figma is the "Operating System of Design"

☁ Unbundling, Rebundling, and Distribution: Microsoft just works (and it's cheaper)

☁ Digging into SaaS FCF: Moving beyond the GAAP Cash Flow Statement