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Christoph Janz 🇺🇦🎗🕊 Profile picture
@chrija
Nov 23, 2021 • 6 tweets • 3 min read • Read on X
Scrolly
1/

I bought a few @chain_runners yesterday to start learning more about how NFTs work (yeah, I'm late, I'm a good ol' SaaS investor).

opensea.io/assets/0x97597… Image
2/

opensea.io/assets/0x97597… Image
3/

opensea.io/assets/0x97597… Image
4/

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5/
opensea.io/assets/0x97597… Image
6/

At some point I'll sell all of them and will donate any profits to the Against Malaria Foundation.

Any advice on how long to keep them is welcome. :)

givewell.org/charities/top-…

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More from @chrija

Christoph Janz 🇺🇦🎗🕊 Profile picture
Dec 18, 2021
1/ I’m all for fast, efficient fundraising processes but this year, IMO, many founders have over-optimized for speed.

A few things to keep in mind.

⬇️
2/
Fast decision ≠ high conviction.

If an investor gives you a TS a few days after the first meeting, it MAY be a sign of strong conviction. E.g. because they have a thesis, have done a lot of work beforehand, or when it’s true love at first sight.
3/

It may also be a sign of high-velocity investing and FOMO.

If an investor/partner leads 2-3 investments per year it’s much harder to decide within a few days than when he/she does 20. If he/she does 20 it’s not high-conviction but optionality bets.
Read 5 tweets
Christoph Janz 🇺🇦🎗🕊 Profile picture
Oct 10, 2021
There are a few blog posts and other resources that I keep recommending to early-stage SaaS founders over and over again.

⬇️
1)

Let's start with a fantastic piece on strategy by @spolsky. More than 20 years old, but always worth a re-read.

I actually don't agree with the conclusion of the article – that it's a black-or-white choice – but still think it's a great post.

joelonsoftware.com/2000/05/12/str…
2)

Next up: "The Unicorn Trajectory", an EXCELLENT research report by Maddie Cross on what differentiates the most successful startups from the rest.

notion.vc/resources/how-…
notion.vc/wp-content/upl…

Spoiler: The best founders manage to recruit more and better VPs early on.
Read 11 tweets
Christoph Janz 🇺🇦🎗🕊 Profile picture
May 16, 2020
1/ Are enterprise SaaS or SMB SaaS companies faring better in the current crisis?

I think there‘s no general answer.

Enterprise SaaS:

👍🏼 No significant churn due to customers going out of business.
👎🏼 CFOs pushing for longer payment terms.
👎🏼 Longer sales cycles.
2/

👎🏼 No industry events, no customer conferences, no steak dinners.
👍🏼 If you manage to generate leads and close them without these field activities, you can reduce your CACs.
3/
❓Will companies try to reduce the number of SaaS solutions they use and try to renegotiate prices? Seems logical but I haven’t seen it so far.
❓ Digital transformation gets higher priority, but probably not across the board. Probably easier for large SaaS companies ...
Read 6 tweets
Christoph Janz 🇺🇦🎗🕊 Profile picture
Jan 4, 2020
1/ Homeopathy is a ~ €600 million market in Germany alone. Worldwide it’s billions.

ICYMI:
- Homeopathy is effective, which explains why so many people swear by it.
- Homeopathy is not more effective than placebo but it is particularly powerful in triggering ...
2/ ... the placebo effect (because of the rituals, stories and ideology around it).
- Efficacy of drugs is usually assessed based on the benefit beyond placebo baseline. So based on that standard, homeopathy is ineffective.

This brings up two questions. One ethical, one ...
3/ ... political.

Should doctors give placebos to adult patients? (Without disclosing that it’s a placebo, since that would reduce the placebo effect)

Should society allow the producers of homeopathic products to generate huge profits by selling hot air? In Germany, ...
Read 6 tweets
Christoph Janz 🇺🇦🎗🕊 Profile picture
May 23, 2019
1/ Because I live in an echo bubble of early-adopters, VCs and fast-moving startups, I think I've underestimated (a) HOW slowly large companies move and (b) HOW long it takes to displace them.

Two examples from Google and Microsoft:

- I absolutely love Google Docs and ...
2/ ... Google Sheets, but boy are they slow at improving the products (remember that Google acquired Writely back in 2006 and turned it into G-Docs). With hindsight, there was a whole decade that offered a great opportunity for a startup to build a better version of G-Docs and...
3/ ... G-Sheets. It looks like @airtable and @notion are doing it now, so it’s not too late.

- Microsoft lost search, social networking, MP3, mobile phones, mobile OS and a bunch of other big markets. And FWIW, I don’t know any founders or VCs who use a Windows PC (except ...
Read 6 tweets

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