Good morning! (Don't call the fire department, the shed isn't burning, I just got a bright light for the dark mornings!)

VC Funding Bootcamp with Christoph Janz 🥥🌴🇺🇦🇮🇱🕊 packed!!

Go Kamala! 🍀🤞🥥

Kamala is doing a great job at reinforcing the pro business message and policies right now. She’s a centrist.

Donny not win … election bad … 😭

Well if Orban says it it must be right!

Trump, a would-be autocrat, using Orban, an actual autocrat, as a character reference is too perfect. As with his praise for Xi and Putin as "strong," his naked envy of their unaccountable power is one of his few sincere expressions.

When people ask me if Point Nine 🇺🇦 only invests in SaaS

🤯

Good morning from P9’s US HQ! See you at #saastr in a few hours.

Can’t wait!

shoot this into my veins please

Great to bump into the one and only Aaron Levie 🇺🇸 at an event. He started Box almost 20 years ago and is still leading it as CEO! Fantastic role model for SaaS founders. Fun fact - he was a Pageflakes user back in the days and still remembers it. :)

My general view of AI since ChatGPT has been to not hack around current AI limitations, and generally just bet that models will continue to get cheaper, faster, and more intelligent. This strategy has wildly exceeded my expectations given the rate of improvements we now see.

The reasoning capabilities of OpenAI’s o1 model can make a meaningful dent in a number of currently complicated enterprise use cases. Imagine the scenario of a complex contract document that has wording like “this contract is effective as of the last signature date below” and

Prediction for the SaaS metrics nerds among us: In the next 10 years, we’ll talk a lot more about Attach Rate than in the last 10 years.