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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 6 of 6

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AI
Finance
Investing
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LP MeetingMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsSaaSSoftwareTechnologyThoma Bravo

Takeaways: 2026 Thoma Bravo Annual Meeting

Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…

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UJ
Mar 27, 2026
Source
ReportGTMSaaS
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ICONIQAITechnologyFinanceReport, Blogs & InsightsMarkets & Investments

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/69c36701128b86b93599945d_ICONIQ_Analytics%20_The_State_of_GTM_in_2026.pdf

The State of Go-to-Market in 2026 | Mar 2026 | ICONIQ

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UJ
Mar 27, 2026
Source
Agentic AIAIEnterprise Software
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FinanceMarkets & InvestmentsPE/VCPodcastSaaSTechnologyVista Equity Partners

Robert F. Smith on AI & Enterprise Software | Vista Equity Partners

Quotes

"The economic benefit of what we are seeing is orders of magnitude higher than the economic benefit that we saw going from on-prem to cloud." - Robert F. Smith [00:13:45]

"History doesn't repeat itself but it rhymes, and so what we're looking to do is rhyme that same capacity... converting these enterprise workflows to embrace…

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UJ
Mar 20, 2026
Source
AITechSaaS
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Enterprise SoftwareReportTechnologyFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://www.vistaequitypartners.com/wp-content/uploads/2026/03/Vista-Equity-Partners_AI-Outlook-PDF-Mar-2026.pdf

Software’s Role in an AI World: If a Corporation Were a Home, Enterprise Software Is the Foundation and Systems That Make the Home Run #VistaEquityPartners #Report

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UJ
Mar 20, 2026
Source
SaaSFoundersPE/VC
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ReportFinanceTechnologyAIReport, Blogs & InsightsMarkets & Investments

https://docsend.com/view/9sncuuysah76ewzj

*SaaS Founder Resources You’ll Want To Bookmark | SaaS Founder Playbook 2026 | Kalaari Capital *

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UJ
Feb 22, 2026
Source
AIFinanceGeopolitics
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IndiaIndia FocusedKnowledge BytesLearningMarkets & InvestmentsPE/VC

SaaS From Scratch: Founder Playbook | 2026 | Kalaari Capital

1) Introduction & Macro framing (Foreword)

  • India SaaS momentum (foreword): Indian SaaS ARR ≈ $17B in 2026, tracking toward ~$50B by 2030.
  • 2025 funding snapshot: $1.61B into Indian SaaS.
  • Structural drivers: Talent density (reverse brain drain), a deepening domestic market (domestic software market ≈ $20B heading to $100B by 2035), and improved capital access.
  • AI adoption: ~90% of…
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UJ
Feb 22, 2026
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