Hey, I'm Dan! I invest in startups at Madrona and write the DL, a weekly newsletter about tech in the Pacific Northwest

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SaaS

Zoom Crushes; Bill Gurley Called It in 1994

Zoom hosted their Q1 earnings call last week, and they announced $328M in revenue - compared to analyst estimates of $202M. Apparently, this is the largest beat vs. consensus estimates in the history of enterprise software.

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SaaS Trends during the Crisis

Last week at the SaaStr conference, ProfitWell shared data on how 10K+ SaaS companies are being impacted by COVID-19. Some of the takeaways:

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How to build a $100B SaaS company

Great article from Jason Lemkin on what it takes to build a $100B SaaS company. Here are the highlights:

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