Jason ✨BeKind✨ Lemkin ⚫️, Discover and Read the Best of Twitter Threads by @jasonlk

Jason ✨BeKind✨ Lemkin ⚫️

jasonlk

So PagerDuty is one of the most interesting SaaS case studiesIt IPO'd at $125m ARR selling mainly to SMBs, with just 100 larger customersBut to get to $250m ARR, it

Does ownership matter in VC?Well many folks that have an ownership-agnostic model >at scale< have a different but equally key goal:To put 10% of their fund into their top winners,

Squarespace has crossed $700,000,000 ARR selling just to SMBs, still growing 30% (!)Enterprise is < 1% of their businessBut without the commerce boom, growth would have been much slower5 Interesting

One of more interesting sleepy IPOs of 2021 is OloOlo is sort of an enterprise Toast. SaaS for restaurant chains etcIt started waay too early in 2005. And only burned

2 years or so in, our "brains" change as founders. You just think ... differentlyI used to think it was due to the intense pressure of carrying something your shouldersI

There is no great community softwareIt's 2020 Go build it 1/ Since Facebook + LI own social graphs, community software has to be better than just using Groups, etc.2/ Slack

Many companies won't go fully back to large "real world" / IRL events vs. digital for awhileIt's not because IRL events don't work. They do. They are a Top 3

I'm asked by a lot of people what we think of "Virtual Events"We've already had 25,000+ attendees to our Virtual Events so far this year and will have 60,000+ by

Reflecting a bit on SaaStr Summit yesterday- In many ways, the content was actually better than an IRL event- More were able to participate (16,000+)- Discussions were more honest- Q+A