Sublime

Leverage software to lower the barriers of entry for new companies and markets to emerge.

This is what I call the "Hub and Spoke" model — leverage a core subscription userbase and then upsell additional offerings to gain a larger share of wallet from your core customers. Until recently, this option seemed out of reach for most Consumer SaaS companies struggling to simply generate enough demand to support a single product at scale.

he worked as Netscape's product manager to pivot the server product line. Microsoft's IIS had all the features they had, was five times faster, and was free. Mike Homer and he worked furiously to acquire and partner. they beat Microsoft and grew the server line to $400M.

Most US web2 software companies might progress through their lifespans without ever uttering the words treasury management in a board meeting. 

Earlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”

We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more