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Market Perspectives
Innovation and the market is always changing and we find it helpful to pause and reflect to understand what’s really happening.
AI might finally make SMB SaaS work
For decades, serving SMBs has been a graveyard for startups - too expensive to acquire, too costly to serve, too prone to churn. Despite the sheer number of small and medium-sized businesses (over 23 million in Europe alone), SaaS companies have historically struggled to make the economics work.
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Pricing isn’t a moat. Or is it?
Pricing as a moat is quite the oxymoron since pricing structures are anything but proprietary. However, we argue that pricing is a wedge that AI-native challengers might collectively use to gain a headstart vs. incumbents in the B2B software landscape.
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Accelerating the Spanish entrepreneurial system
Ecosystem is quite a buzzword in the world of entrepreneurship and innovation. While I find it cringey, it does capture the reality of functional entrepreneurial hubs. These are definitely systems, where interconnectivity between different nodes is critical for individual and collective success. In this article we touch upon closely related drivers of interconnectivity - founder mafias, exits and stock options - in the context of the Spanish entrepreneurial system.
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AI is shaking up the software market, for the better
The software industry will have to bring the power of AI to the broader economy and face a collective innovators dilemma in doing so. Traditional SaaS solutions were originally designed to simplify specific tasks within job descriptions and boost overall productivity. They serve as tools that augment human work but ultimately require a workforce to operate them.
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What role software can really play in helping us reach net zero goals?
While considerable venture capital investments have already flowed into the software sector, the intensifying climate crisis is pushing the need for radical action to the forefront. Software is currently receiving negative publicity as seen as involving too “shy” of an effort. On the other hand, hardware and infrastructure investments, which were traditionally overlooked by asset-light venture capitalists, are gaining momentum.
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The data challenge in Climate Tech
As we move closer to 2030 “net zero” goals, the private sector is increasingly being held accountable for its environmental impact. It is expected to be instrumental in achieving emissions reduction targets, as well as meet other environmental goals including water & biodiversity preservation, or waste reduction & recycling. Yet, before one can envision improving their environmental footprint, it all begins with accurate measurement.
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AI Companions - more than just assistants
The idea of human users fostering relationships with AI may seem like a distant future concept in sci-fi movies. However, we are much closer than we think - recent developments in the UX and sophistication of AI have made it so much more realistic and persuasive… making it possible to build relationships with it.
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Generative AI and FTX, The Buzz This Quarter
This quarter at Samaipata we dive into Generative AI and the downfall of FTX, we highlight snippets from our portfolio, current market conditions and writings from the Samaipata team.
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![A Brave New World [Part 1]](https://cdn.prod.website-files.com/62d95538a29bc77226bc6d65/631897e595af2f1efbb6297b_image1.jpg)
A Brave New World [Part 1]
We started 2021 cautiously hopeful. We thought the worst of the pandemic was behind us, we were assured by plans for rapid vaccine roll-outs and above all, at least for us, we were curious how this new world would look like.
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![A Brave New World [Part 2]](https://cdn.prod.website-files.com/62d95538a29bc77226bc6d65/63189866be09f927e67f44fb_image3.png)
A Brave New World [Part 2]
Below we recapitulate on some of the key themes that saw major developments in 2021, which will shape the new world and open up enormous opportunities for building and investing into digital platforms — our overarching theme at Samaipata:
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