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subtl daily briefing
Good morning, SaaS founders. If you thought an IPO was the finish line, think again: the real journey takes 12 years. Today we're unpacking that marathon timeline, MongoDB's CEO on OpenAI's rocket ship, and Cloudflare's counterintuitive growth story after layoffs.
In today's briefing
- 1.The 12-Year IPO Marathon
- 2.MongoDB CEO on OpenAI's $70B Run Rate
- 3.Cloudflare's Growth and Layoffs
- ⚡Quick hits on other news
Latest Developments
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Everything else in the news today
SaaStr advises that CROs must still be great salespeople themselves, not just managers.→
The 20VC x SaaStr podcast is a recurring series featuring top SaaS leaders.→
Dev Ittycheria's comments on OpenAI came amid growing enterprise interest in AI.→
Cloudflare's 0% coupon notes suggest investors are willing to accept low yields for high-quality growth.→
A 20% staff reduction at Cloudflare didn't slow its momentum.→