Zoom back to 2017-18 with me… and think about the idea of using Snowflake, Amplitude or Databricks. At the time, it felt like these companies were alone, operating in a giant ocean of possibility. Fast forward to today, and Snowflake is worth tens of billions, Amplitude just direct listed at a 5+ billion valuation and Databricks, well, that is going to be huge when it hits. That “big ocean” of opportunity still exists, to a degree, but the sea is much more crowded than ever before.
I was just talking about #1 internally and have started to evaluate “Product-Led Growth CRMs” along this spectrum (once a co like Calixa rolls out a Snowflake connector, buy feels like a no-brainer).
#4 is exciting in a Jeff Bezosian your-margin-is-my-opportunity kind of way, and I look forward to doing a little arbitrage in niche markets with a couple of side projects.
Re: #5 -
I think the prolific SaaSification of the marketing domain (just look at the first Martech map vs the last!) is informative here. Analytics is finally getting the tooling to break out of the bounds of the BI suite and the wave will similarly stretch TAM — Snowflake as a platform alone will be Salesforce-esque in its gravitational pull for new development over the next decade (imho).
I think we’re going to see the cottage industry of agencies and specialists grow to accommodate companies as they navigate the plethora of options. In turn, additional abstraction layers will keep cropping up, necessitating even more products to keep pace.
I was just talking about #1 internally and have started to evaluate “Product-Led Growth CRMs” along this spectrum (once a co like Calixa rolls out a Snowflake connector, buy feels like a no-brainer).
#4 is exciting in a Jeff Bezosian your-margin-is-my-opportunity kind of way, and I look forward to doing a little arbitrage in niche markets with a couple of side projects.
Re: #5 -
I think the prolific SaaSification of the marketing domain (just look at the first Martech map vs the last!) is informative here. Analytics is finally getting the tooling to break out of the bounds of the BI suite and the wave will similarly stretch TAM — Snowflake as a platform alone will be Salesforce-esque in its gravitational pull for new development over the next decade (imho).
I think we’re going to see the cottage industry of agencies and specialists grow to accommodate companies as they navigate the plethora of options. In turn, additional abstraction layers will keep cropping up, necessitating even more products to keep pace.