☁ ARR Book 101: NRR, GRR, and Renewal Rates
☁ How to Build an ARR Book (Part 1)
SaaS X-Ray and IPO Markets w/ Stan Zlotsky (Pendo.io)
☁ Benchmarking 101
☁ God Bless Klaviyo
☁ SaaS Revenue 101
☁ "Nobody wants a Hiroshima moment"
☁ Databricks & Enterprise AI
☁ $120B of AI-Powered Price Increases
Thoughts on SentinelOne
☁ The next 5 years of vSaaS Investing w/ Bowery Capital
☁ Datadog Q4: Platform vs. Optimization
☁ Diving into RPO Metrics
Customer Economics and FCF with Will Sheldon @ Accel