Data Streams Lead to the Cloud January 16, 2015 Andy Vitus Portfolio Treasure Data allows massive torrents of data to be easily streamed into a cloud service for storage and analysis. Read more
Our Investment in Crittercism April 9, 2014 Andy Vitus Portfolio Apps without performance monitoring are like Formula 1 race cars without instrumentation and pit crew. They either crash and burn or finish last. Read more
Developer-Oriented Services April 8, 2014 Andy Vitus Trends A scorecard for evaluating developer-focused SaaS companies. Read more
PubNub: The Real-Time Network September 17, 2013 Andy Vitus Infrastructure, Portfolio PubNub powers a global, real-time network, enabling developers to build real-time applications as easily as building a web page. Read more
DataStax: The NoSQL Database for Big Data-Powered Applications July 23, 2013 Andy Vitus Infrastructure, Portfolio Large web applications need a database that can scale across continents, that offers operational simplicity... Read more
A Valuation Framework for SaaS Companies February 20, 2013 Andy Vitus Go-to-market For any SaaS company to be more than 10x larger five years from now, it must be growing revenue at a CAGR higher than 80%. Read more
Predictable Growth Decay in SaaS Companies November 27, 2012 Andy Vitus Go-to-market In recurring-revenue companies, next year's growth rate is likely to be 85% of this year's growth rate. Read more
Time for Hadoop to Grow Up October 29, 2012 Andy Vitus Trends It's time for Hadoop to grow up, put on a suit, and enter the workforce. Read more
The Cloud Has No Boundary July 26, 2012 Andy Vitus Infrastructure, Portfolio With virtually the entire application stack being outsourced, it's time to rethink monitoring Read more
Final Push for Passage of the JOBS Act March 19, 2012 Andy Vitus Trends Today is the last opportunity to show your support for the JOBS Act, a bill encouraging more capital to flow to innovative startups. Read more