Analysis, forecasting, and thoughts on all things venture
It feels rough out there, at least from the headlines. But despite broader market volatility (liberation day anyone?), early indicators from software startups show signs of resilience. Startups are going for it, and willing to take some hits on efficiency…
Taxes are mostly thought to be about numbers (dollars and cents), but foundationally, it’s about the literature. There are over 80K pages of statutory laws passed by Congress, over 180K pages of rules from federal agencies, and at least 100K…
We’re excited to announce our Series A investment in ClearVector. ClearVector is building an identity-first cloud detection and response platform that gives security teams real-time visibility and control in cloud-native environments. In a world where infrastructure is ephemeral and everything…
Traditional software investors have historically shied away from the world of biotech and pharma, but all of a sudden, it seems like if you’re not invested in a protein folding company, you’re actually just a loser. The appendage of .ai…
Building for SMBs is deceptively hard. On paper, it looks like a dream: a massive market, fast sales cycles, and low-friction adoption. But the reality? High churn, small deal sizes, and a brutal need for GTM efficiency. Many small businesses…
2025 marks the twelfth year of Scale’s annual Cybersecurity Perspectives Survey. Each year, we tap security leaders at enterprises with 500+ employees in roles such as CISO, CIO, VP, director, or IT manager to learn about emerging threat vectors, changes…
Capturing part of the value generated for customers has always been a north star in pricing. If customers don’t benefit from using your product, they shouldn’t pay you for it. On the flip side, if they’re getting tons of value…
Over the past year, AI phone calling has leapt from Hayes Valley hackathon project to remarkable market traction. Today, most of this revenue is concentrated in upmarket customer service organizations. This concentration is reflective of the historic implementation demands of…
Whisper numbers for 2025 signal a new chapter for startups: growth is reaccelerating, but this time with a sharp focus on maintaining—and in many cases improving—operating efficiency. Just two years ago in 2023, growth rates hit a period of rapid…
From hand-drawn sketches and scrapped prototypes to powerful AI-driven simulations at lightning speed, hardware product development has come a long way. As former hardware engineers ourselves, we know firsthand the grueling processes that have historically stymied innovation. Today, we’re betting…
