Replying to @OnlyCFO
Marc founded one of the biggest software companies in the world
He is reaching out to help
And this guy trolls him and screenshots DMs to reject his offer for Twitter likes….
Dumb
OnlyCFO
5,459 posts
OnlyCFO
@OnlyCFO
- Replying to @OnlyCFONo matter how smart someone is, If they act like this then they will be a net negative to a company.
- The software buying trend is changing. I am hearing a lot of CEOs and CFOs say that they want to consolidate software tools and buy more from multi-product companies and eliminate point solutions in an effort to reduce spend.
- Replying to @AustenReal reason is likely LIFO…last in first out Cloudflare is sticking with the proven top reps. Unfortunate for those impacted but it happens when a company downsizes HR rationale obviously could have been better
- 200 software IPOs in the past 10 years 1,200 software companies dreaming of an IPO next year. Should be fine
- Interpreting CFO speak can be confusing. Let me help translate: “We have to balance growth and profitability” = find someone to fire "If there is extra budget" = No "Maybe next quarter" = Also no “AI can unlock efficiency” = you are being replaced by AI “Macro uncertainty”
- How important is free cash flow (FCF) as a metric for SaaS companies? Thread: (1/9)
- People realizing Microsoft Excel and GDocs can replace 50% of their software apps 😂 What’s getting cut first in this market?
- Replying to @CoorsLightCEOYeah, think it has gotten to their heads a little bit…
- 2004: Excel can be used for everything 2004 - 2023: We need specialized software for everything 2024: Excel solves all business problems
- Why we are in another bubble: -Lots of Chief of Staff openings -Chamath launched a SPAC -There are arguments why gross margins don’t matter -Meme stocks are back -Big secondaries for pre-revenue/PMF -Stacks of SPVs are popular -Everyone thinks they are an investing genius
