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Who Is Nnamdi?

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Seed Valuations Aren’t Valuations

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AI Benchmarking Is Broken

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The Venture Activity Index – Q4 2023

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The Series A Bust

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How Redpanda is Taking Data Streaming Mainstream

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The Venture Activity Index

July 25, 2023, 9:09 a.m.

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The Shadow Price of Venture Capital

June 14, 2023, 5:45 p.m.

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Don't Discount Interest Rates

May 10, 2023, 4:59 p.m.

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We Don't Have Nearly Enough Startups

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Old Valuations Die Hard

Dec. 13, 2022, 5:47 p.m.

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It's Valuations (Almost) All the Way Down

Nov. 1, 2022, 3:48 p.m.

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Beats and Misses Are Forever

Sept. 14, 2022, 9:29 a.m.

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Layoffs Don't Tell the Whole Story

Aug. 31, 2022, 11 a.m.

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COVID Hurt Most Software Companies

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The Dark Matter of Software Valuations

July 19, 2022, 9:56 a.m.

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Series A Rounds Are a Math Test

June 27, 2022, 5:01 p.m.

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Funding Simply Shifts the Bottleneck

April 22, 2022, 12:56 p.m.

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Breaking Apart the Rule of 40

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Schrodinger's Balance Sheet: When Equity Becomes a Liability

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Introducing a New and Improved SaaS Metric: Weighted ACV

Jan. 11, 2022, 6:23 p.m.

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Companies Rarely Grow Into Their Valuations

Nov. 9, 2021, 4:28 p.m.

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WebAssembly-ing the Pieces: Vectorized’s Data Policy Engine

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You Can't Eat Relative Growth

Sept. 23, 2021, 9:07 a.m.

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Do Wealthy Investors Have an Edge?

Aug. 18, 2021, 7:47 a.m.

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PhDs Aren't Starting Companies Like They Used To

July 8, 2021, 7:01 a.m.

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