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Yes, ARR is Dead ☠️
If ARR is dead then we need to rethink all traditional SaaS metrics and benchmarks
Apr 7, 2025
62
12
7
Most Popular
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Software Moats are Gone!
Mar 6, 2025
58
7
8
How To Survive "The Death of SaaS"
Feb 6
49
4
3
How to Read Balance Sheets - Software Edition
Dec 29, 2022
138
6
5
Creating a Sales Commission Plan
Jan 17, 2024
78
5
4
Latest
Top
Discussions
Cursor Wins as SpaceX Investors Lose
With a never before seen transcript of SpaceX's board meeting discussing the deal :)
10 hrs ago
39
2
Domo's Unusual $400M Acquisition
An asset sale, $900M of NOLs, a poison pill, and a SPAC-style shell..."Domo" wants one more chance at success
Jul 24
34
2
2
Grift vs Insider Trading? | New Revenue Stream at Trump’s Truth Social
$1.2M per year to get Trump's Truth Social posts a little faster....
Jul 22
24
3
"Trump Accounts" Are Live | Should Companies Add This Benefit?
Yes, it's one of the highest ROI employee benefits available. Here’s what you need to know.
Jul 14
51
1
2
California Will Tax SaaS?! | A Massive Change for Tech Companies
Your tech stack bill is increasing, your customers are paying more, and everything you need to know on sales tax
Jul 10
45
4
6
"We Just Raised $20M at a $100M Valuation" | What Does "Valuation" Mean?
Understanding valuations and where headlines can be deceiving
Jun 26
51
2
3
Software’s Top Winners and Losers
How has public software companies performed since peak 2021? How have IPOs performed?
Jun 20
49
6
3
From Unicorn to Zombiecorn to a $3.6B Acquisition
How Intercom went from a ~3x ARR multiple to a 36x ARR multiple
Jun 16
27
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2
How I Cut Our AI Spend in Half | "Tokenmaxxing" is Dead
6 ways to cut your AI spend without cutting AI usage. Every CFO needs to understand these.
Jun 9
54
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OnlyCFO's Newsletter
Finance and operational stuff at tech companies.
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