Habr5d ago

SaaSпокалипсис

Плохие новости для айтишников (не будет работы) и фаундеров (не будет экзитов)! С начала года все обсуждают массовое падение капитализаций публичных SaaS-компаний, бизнес которых когда-то считался очень надежным: подписки, 80% маржа и рост 20+ лет. Появился термин SaaSpocalypse, а журналисты, энтузиасты и болтуны это связывают с влиянием AI. Хотя реальность сложнее. TLDR: реальная причина - структурный кризис модели роста.

https://habr.com/ru/articles/1012282/

#saas #private_equity #private_credit

SaaSпокалипсис

Плохие новости для айтишников (не будет работы) и фаундеров (не будет экзитов)! 1️⃣ С начала года все обсуждают массовое падение капитализаций публичных SaaS-компаний, бизнес которых когда-то считался...

Хабр
Show threadwho_what_huhNov 14
  • Put a few layers of tape over both/all cameras (front/rear) before continuing to read this.
  • Ideally print out and read on paper.
  • If above not possible, read on a desktop or laptop,not on your phone/tablet...........@rainynight65 IMHO it's deliberate. #ExxonKnew why did they do a three-year study (1970-1973 ?) not merely proving (again), but detailing exactly what would happen? Effects of #climateEmergency : 1. Kills people directly &indirectly 2. Prompts #climateMigration , which 3. Move/crowds folks into smaller/denser areas, which makes us easier to 4. Control (in every respect including brainwashing) but also 5. Easier to kill large numbers, faster. ( See also #Gaza IsA #Prototype as are #Sudan & #Haiti & #Mexico & ...) 6. As we become #climateRefugees & move away -> Opens up more #land for #extraction (so-called ' #underExploited ') See also #silentWeaponsForQuietWars available in the public domain apparently.Also two #Boeing #safety #engineer #whistleblowers in the past year died shortly after going public w their news #leak #leaks . One apparent #suicideAllegedly the other in an #accident ... And prior to pandemic IDK which year there was a regional/national conference on the future of #selfDrivingCars #autonomousVehicles #roboTaxis held iirc in #PortlandOregon at #OMSI .. A whole panel of speakers, mostly industry, urban planning, policy wonks... But one woman who was widely regarded as a world-class expert on the risks / dangers of AV's ... She lived in Arizona. The week before she was scheduled to fly to Portland to give her talk at the convention/symposium, she was hit & killed... By a self-driving car.There is plenty more, but one gets the idea.

    • PS. #real_estate #affordable_housing is #gaslighting and a #Trojan_horse . As #private_equity and #public_housing_projects & #CDCs gobble up more land and homes to #demolish them and build brand new ones, the cost invariably skyrockets across the entire #market . Further, 1. They artificially limit the supply by delisting actually-vacant rentals (to drive up cost/demand), and 2. They constantly #lobby tooth & nail against any type of #environmental #regulations ... And #buildingCode #energy #efficiency standards. ... They refuse to even install simple overhangs above windows, to block out the sun during its summer zenith / hottest months while allowing it in the cooler months (#passiveSolarDesign 101 ).. Let alone thicker walls/insulation or triple-pane windows , all of which would only add 2% to the total cost of construction. (See " #passiveHaus explained in 90 seconds " on YouTube as well as #ecoJusticeRadio on passivehomes passivehouse #naturalbuilding
    )
    And building more even actually-affordable housing obscures the most obvious:
    The cheapest home is an existing home.

    John HunterDec 13, 2023

    I do not like the actions of many in #private_equity... I just object to those that unjustly take from the other stakeholders involved.
    ...
    Those gimmicks that leave stakeholders that built such companies in ruin should be criticized. It is a core principle that I share with Dr. Deming, Toyota… that companies exist not to be plundered by those in positions of power but to benefit all the stakeholders: employees, owners, customers...

    https://management.curiouscatblog.net/2008/12/12/how-private-equity-strangled-mervyns/

    #leadership #management #Ethics

    How Private Equity Strangled Mervyns | Curious Cat Management Improvement Blog

    Sue StoneJan 30, 2023

    Fidelity again cuts its Twitter valuation
    https://www.axios.com/2023/01/29/fidelity-cuts-twitter-valuation-elon-musk

    #Private_equity #Elon_Musk

    Fidelity again cuts its Twitter valuation

    Fidelity believes Twitter has lost more than 60% of its value under Elon Musk.

    Axios
    Ronaldo V. LobatoNov 4, 2020

    Analysis: U.S. states votes legalizing marijuana to drive growth despite election uncertainty | Reuters
    https://www.reuters.com/article/idUSKBN27K2MF

    #US #USA #ELECTION #CANNABIS #ANALYSIS #Analyses #Cannabis #Company_News #Enterprise_Reporting #Funds #Volatile_Shares / Hot Stocks #Pictures #Major_News #Personal_Investing #Government_/ Politics #US_President #Private_Equity (TRBC level 5) #Picture_Available #Reuters_Top News #Elections_/ Voting #Presidential_Elections

    Analysis: U.S. states votes legalizing marijuana to drive growth despite election uncertainty

    Votes to legalize marijuana on Tuesday by a handful more U.S. states should spur further development of the industry and possibly bring changes at a federal level, even if pro-decriminalization candidate Joe Biden loses his bid for the White House, according to industry...