Bob Moore discusses spinning Stitch Data out of RJMetrics before its acquisition by Talend for $60 million.
Opinion
Moore: The TAM for Monolithic BI Platforms Like Domo Collapsed
“We just saw our TAM get completely crushed at RJ Metrics, because on one side, all this money is pouring in to companies that are doing exactly what we are doing, which is making it really, really hard to scale in an economically efficient way, but on the othe…”
Insight
Moore: APIs Drove Software Buyers From Suites to Interoperable Stacks
“The emergence of, ah, not just the cloud, but also the API economy, the extreme ease with which you can build interoperable products, was basically taking the world into this massive unbundling cycle, where you used to buy this one kind of monolithic solution …”
Insight
Moore: Slack and Zoom are ecosystem super nodes, not true platforms
“What we're seeing out in the market is that the big success stories, you look at companies like zoom companies like slack, you know, the latest IPO crop in SAS, I would argue that very few of them are like true platforms. What they really are is super nodes in…”
Opinion
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.”
Opinion
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.”
Opinion
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.”