Everything Bob Moore said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Moore: Founder dismissiveness toward customer shifts signals a lack of intellectual honesty
“When you feel like your rate at which you are being dismissive of people and things that you feel like don't know as well because they haven't been doing this as long as you goes up, it's time to do that intellectual honesty check and, like, See if maybe there…”
Moore: Network effect PMF is uniquely tested by customers risking social capital
“There's a really important difference between a network effects driven business like this one and a traditional SaaS business where each individual user or player is contained to their own silo, even if they're in like a multi-tenant system. And that big diffe…”
Moore: Rapidly scaling network effects businesses is inherently capital intensive
“Like I wanted to pick something that would be very, very hard to get started, which network effects businesses are. There's this huge cold start problem. And by definition, doing that rapidly would be capital intensive.”
Moore: 70% of Crossbeam sign-ups came via invites from existing users
“Seven out of every 10 of those companies that signed up for the platform signed up because they were invited in by somebody else who was already on that.”
Moore: Crossbeam did not charge its users for two and a half years
“We basically didn't charge anybody anything for the first two and a half years of this business.”
Moore: Crossbeam raised $100M and rival Reveal raised $50M during ZIRP
“Where we had raised, you know, a hundred million dollars from Andreessen Horowitz and others during the Zerp era, they raised fifty million dollars from Insight Partners and others during the Zerp era.”
Moore: Crossbeam and Reveal merged in an all-equity deal with massive runway
“We both had like five plus years worth of runway in the bank. And we decided to do this deal as an equity deal with no cash exchange and just bring it all together under one hood.”
Moore: Strategic Decisions Cost RJMetrics a $3 Billion Market Opportunity
“How ultimately I think a series of decisions led to us missing out on what was probably a two to three billion dollar market opportunity.”
Moore: The SaaS Sector Is Exiting a 'SaaS-pocalypse' Downturn
“There is a bit of the tail end of a SaaS-pocalypse going on where it has just been significantly more difficult to sell, to generate leads, to convert, to function in a ROI-positive, cash-efficient way than it was 18 months ago, 24 months ago, etc.”
Moore: Domo and Josh James Had Blank-Check Access to VC
“Domo, in particular, on the right was just raising as much money as they wanted at any given time. Josh James, the founder of Omniture founded Domo, and kind of had a blank check from a lot of VC firms.”
Moore: BI Market Growth Lagged Behind the Influx of VC
“While the market was blooming, it wasn't blooming as fast as the dollars going into it were, right?”
Moore: Founders Underappreciate How Fast Markets Drift Away From Products
“Particularly in the markets that many of us operate in, and AI is a great paradigm to look at around this, the speed with which markets actually are moving as well is really, really underappreciated. So while you are pivoting your way to product market fit, do…”
Moore: RJMetrics Survived Until the Market Caught Up, Then Lost PMF
“What we really did was not die when we were too early, and be there when the market actually drifted into the window for what we had built, and just as quickly, while we were in a hiring frenzy, and while we were focusing so much on sustaining the demand that …”
Moore: The Recent SaaS Downturn Mirrored the RJMetrics GTM Breakdown
“So, we get in this world where it goes from, like, too good to be true to too hard to handle, and that reminded me of, you know, twenty-twenty-one to twenty-twenty-three for most of these companies, right? Forget about raising cash. A lot of these strategies t…”
Moore: Stitch Matched RJMetrics' 8-Year Customer Count in 20 Months
“And in 20 months, we got to as many paying customers as it took us eight years to get at RJ Metrics. With almost no salespeople. It was a PLG, ecosystem-led motion.”
Moore: Talend Acquired Stitch for $60M With Zero Outside Capital
“So just 20 months in Talend came along. We hadn't raised any outside capital, and they kind of made us an offer we couldn't refuse, and we sold Stitch for sixty million dollars.”
Moore: Over 80% of the Bessemer Cloud Index Uses Crossbeam
“I think we've got over 80% of the Bessemer Cloud Index that now uses it.”
Moore: Stack Interoperability Is the Primary Factor for SaaS Buyers
“Their buying decisions are actually governed by what tools Are interoperable with the things they already have in their stack, which is probably the prominent buying determiner at this point for most software products, particularly in SAS.”
The average first-time book author sells fewer than 300 copies
“The average first time author whose books hit the shelves sell less than 300 copies of their books.”
Crossbeam has reached 18,000 participating companies and nearly 100,000 users
“We're up to 18,000 companies that use Crossbeam now we're getting close to a 100,000 users on the platform”
Repeat founders with scar tissue and muscle memory possess superior DNA
“A founder that's gone through the full motions and develop this really interesting blend of muscle memory and scar tissue that will kind of take them into their next business, knowing Where to flex and lean into what they're strong at, but also knowing where t…”
The best partner intent signals occur within a week of deal close
“The most valuable signal of intent from your partner ecosystem probably happens in the 48 hours to one week after your partner closes a deal with someone that you're trying to sell to.”
Ecosystem-led growth acts as a force multiplier without adding headcount
“ELG turns out to be a really, really awesome strategy for that because at its core, this is not a strategy that requires you to hire incremental human beings in order to do the work better. This is a force multiplier that sits on top of your existing go-to-mar…”
Looker was Stitch's top go-to-market partner despite lacking direct software integration
“At Stitch back in the day, we didn't actually have hard integrations into Looker at all. It was the data warehouse that sat in between where we deposited data and where Looker pulled the data out. There was no physical integration between us and Looker, but Lo…”