1/ This is the first investment recommendation I wrote when I joined @emergencecap 4.5 years ago. Over that journey, we've learned a tremendous amount from @ericsyuan and his merry band of Zoomers. And it's changed how we invest.
Jake Saper
1,595 posts
Jake Saper
@jakesaper
GP @ Emergence Capital
- An entrepreneur just called me the "least time wastey investor" he's talked to. Best compliment I've gotten in my venture career?
- Can't stop thinking about advice shared at the @emergencecap summit yesterday: After you spend time with someone, ask yourself if you came away with more or less energy. If more, then proceed (with hiring process, working together, dating, whatever). If not, don't.
- Got to jam with the legends of @AcquiredFM on AI in B2B SaaS. We talked through defensibility, how startups should think through AI opportunities relative to incumbents, and investing amidst the chaos. Here are the visuals behind my nerdy frameworks:Just dropped a new ACQ2 pod. All @jakesaper does all day is invest in B2B SaaS startups. As you can imagine, he has quite a few frameworks for how generative AI fits into that world! Really valuable insights if you are a B2B founder or aspire to be one.
docs.google.comEmergence: GenAI, SaaS, and You (April 2023)GenAI, SaaS, & You Jake Saper @jakesaper April 2023 Talk about what is happening in GenAI, how it will shape the SaaS space, and opportunities for you (as founder, employee, or investor) The space is... - Small Zoom hack of the day: avoid the awkward post-goodbye, pre-disconnect moments where you're searching for the "end meeting button" by pressing Command W and then enter. The graceful way to take your Zoom leave.
- When I first met @yamini_bhat and she shared the @getvymo story, I nodded along so vigorously I must have looked like a bobblehead. What they are building is exactly at the intersection of where we think enterprise software is headed. We're thrilled to help them do it.Meeting an investor whose ideas resonate: Exciting. Meeting one whose 3 original theses perfectly define your business: Priceless. We are thrilled to partner with @jakesaper @gordonritter on building the next big #industrycloud story at @getvymo! emcap.com/thoughts/an-em…
- The data space is on fire. But we're seeing that one size isn't fitting all. Just like in SaaS, industry specific data stacks will deliver deeper value. We're excited to partner with the Veevas of the data world. emcap.com/thoughts/the-n…
- Had to pull the “husband card” to cut the football field-length line to see @DannieHerz open @SaaStrAnnual
- We raised $1B to fund B2B software companies. Some pushback we got: will software still exist in the age of AI? Won’t companies just build their own software since coding is now cheap/free? In most cases, I don’t think so. I talk about why not with Eric below.
- Feeling a little blue today reflecting on the loss of RBG and the tumult to come. Deeply grateful for the path she's blazed for coming generations.
- Feels increasingly difficult to sort out fact from fiction on COVID-19. @Guru_HQ took a stab at aggregating verified news sources, health recs, company WFH plans, etc here. Check it out.
- Replying to @emergencecap and @CarlottasiniCouldn't be prouder to be building this firm alongside my dear friend @Carlottasini - an incredible investor, mother, and friend. Salute, amica.
- 1) Pricing is the most important, most under-discussed element of the software industry. In the past, tech founders could get away with giving pricing short shrift under the mantra that the best product will ultimately win. No more.
