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Amish Jani Profile picture
Amish Jani
@amishjani
Founder & Managing Director of @FirstMarkCap in NYC. Co-host @CloudNYSummit.
Jan 7, 2020 • 11 tweets • 4 min read
1/ Software is the new industrials. This massive trend has profound implications for SaaS companies today, as PE is a much larger universe than VC. 2/ This is a trend that started decades ago when large companies (IBM, Oracle) first realized aggregating software assets behind their GTM machines could be highly accretive.  They were the first PE firms.
Jan 17, 2017 • 7 tweets • 1 min read
1/ In software, a predictable product roadmap is a straight line to increasing churn. Competition is too fierce. 2/ The best companies have a product strategy that is different AND is right. Hard line to balance and requires strong product delivery.