Analysis, forecasting, and thoughts on all things venture
In our recently published Security Perspectives Survey, we found that only 48% of enterprise security leaders said that their threat defenses are effective. We’re expecting the road ahead to keep getting tougher as attacks become increasingly more sophisticated, particularly with attackers leveraging the latest in AI. So what’s it going to take to get ahead of the challenge?
In 2017, we published our first piece on Insurtech, and opportunities for newcomers to differentiate themselves. We subsequently invested in Root Insurance in car insurance, Spruce in title insurance, and Archipelago Analytics in large value property insurance. Fast forward six years, and…
Scale’s quarterly Scale Studio Flash Updates use our proprietary data platform, Scale Studio, to analyze a representative sample of enterprise software startups and provide a real-time look into industry growth rates and the health of the SaaS market. Today, we explore…
We’re pleased to share Scale’s annual Cybersecurity Perspectives Survey findings. Every year, we survey hundreds of U.S.-based security leaders who are responsible for buying decisions, the success of security deployments, or the overall security of the company. The respondents in our survey…
Quick recap and video of the talk from our latest New Ideas in AI dinner series with guest speaker Joon Sung Park, who spoke about Generative Agents.
Since 2015, 70%+ of our investing has focused on AI applications and infrastructure. We’re proud to have led early rounds for companies like Viz.ai, Observe.ai, Socure, and Forter well before LLMs or diffusion models brought AI into the mainstream. But we’re…
We can clearly see above that public tech companies are seeing similar drop-offs in NDR to private SaaS startups. The median public SaaS NDR has fallen 10% from 121% in Q221 to 111% in Q123. While it’s a bit bumpy, the median NDR for SaaS startups has fallen a similar amount - down 8% from 112% in Q221 to 104% in Q123.
Q123 data indicates that the growth slowdown is continuing - and most companies failed to meet even the conservative plans they set earlier this year. This was the fourth consecutive quarter of decrease in both top-decile and median year-over-year ARR growth, with only 22% of companies achieving their Q123 plans.
it is nearly impossible to define alignment, let alone achieve it. Human beings, in all their variance, capacity, and folly, make up the entire training pipeline, and we take such comfort in the fact that we call them all by the same name. But every human is individual, and models will change as their trainers do.
Segment-specific startups frequently outperform their horizontal counterparts and do so with greater efficiency, lower churn, and simpler GTM motions. So why the aversion from some investors?
