jamin ball

When it comes to startup valuations, no one seems to expect things to go back to 2021. But better? Who doesn't love that?

If you feel cloud and software stocks should not trade for less than their historical average, then you have cause to cheer. But is that a valid perspective?

When it comes to building databases and other backend software development, different organizations and developers do not always speak the same language. Today a startup called Prisma that’s bui

How much will the changing valuation of software companies impact the biggest private unicorns? Also, why hasn't Databricks gone public yet? The answer to the former might be the answer to the latter.

Everyone can run the math on what slowing growth and cash burn are worth on the public markets, and it's a very different number than it was last year.

If we do see public software valuations keep dipping while private-market software valuations stay extreme, someone is going to be very wrong. We just won't know for a little while who it was.

We're on the cusp of seeing investing hypothesis backed by hundreds of billions in capital being tested. Not quite yet, but so very close. Watch the markets.

What a difference a week makes. This time last week, in the wake of earnings from tech’s five largest American companies and early results from other software companies, it appeared that tech sh

Late last week we discussed how, this deep into the earnings cycle, it appeared that public SaaS and cloud companies had largely made it through the Q2 gauntlet unscathed. Sure, through last week ther

We’re on the other end of nearly every single SaaS earnings report that you can name, with the exception of Slack, and shares of software companies are holding onto their year’s gains. Whi

For startups not selling tier-one software, the next few quarters could be rough. For startups selling must-have delivered code, it's going to be a damn hot year.