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Investing in the Cloud: From Gold Rush to Hunger Games and Beyond - Scale Venture Partners

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SaaS or cloud has been the motherlode of enterprise software investing for two decades now. Venture investors, entrepreneurs, and Wall Street have all learned to pile on, leading to a shared consensus that cloud investing is “a sure thing”. Nothing is more destructive to investors over the long term than a sure thing, so I began to wonder, “What could cause the wonderful economics of cloud investing to unravel?” My conclusion is that while the cloud is obviously here to stay, the next five years in cloud investing will neither be the same nor as easy as the last 10. My reason for writing this post is not to be a party pooper, but to provide a context for startups to navigate this potentially harsher environment. This post identifies three different startup strategies, all of which can work even in the more competitive cloud economy that I envisage. More on that below. Big picture, the summary points are as follows: First, cloud company valuations are at all-time highs which cannot be j

Investing in the Cloud: From Gold Rush to Hunger Games and Beyond | Insights | Scale Trends October 30, 2019 Investing in the Cloud: From Gold Rush to Hunger Games and Beyond Author Rory O'Driscoll Share Stay Connected Subscribe to Our Newsletters Scale Newsletter Go-To-Market Newsletter Thank you for subscribing! Oops! Something went wrong while submitting the form. Play video SaaS or cloud has been the motherlode of enterprise software investing for two decades now. Venture investors, entrepreneurs, and Wall Street have all learned to pile on, leading to a shared consensus that cloud investi

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