Dharmesh Thakker

General Partner @ Battery Ventures. Views my own and not those of Battery. No investment advice intended.

[Dharmesh Thakker @Dthakker02]

R&D investment is obviously important and fuels the SaaS business model, but that spend should be more carefully allocated, tracked and measured, according to Max and Jason. Give it a read and let us know what you think.

[Dharmesh Thakker @Dthakker02]

Great and insightful post from my @BatteryVentures colleagues Max Schireson and Jason Mendel on how to decode the black box of R&D spend, which consumes 30% of revenue at software companies despite being very difficult to assess!

https://t.co/864MUeewTZ

[Dharmesh Thakker @Dthakker02]

Compare that to 40% of revenue allocated to sales and marketing expenses, which are much more closely monitored and tracked with metrics like NDR, CAC, etc!

[Dharmesh Thakker @Dthakker02]

Look fwd to an insightful and frank conversation with @NaveenGRao and @KamakshiSivara1, two of the most prolific and impactful leaders in the AI industry, at @TechCrunch Disrupt this year.

[TechCrunch @TechCrunch]

Databricks, Snowflake, and Battery Ventures discuss when to cash out or scale your startup at TechCrunch Disrupt 2024 https://t.co/LqgDQtqSgU

[Battery Ventures @BatteryVentures]

Are you headed to @TechCrunch Disrupt this year?! We are! ⚡️⚡️

Our GP @Dthakker02 will join leaders from @SnowflakeDB and @databricks on the Builders Stage for a panel on how to determine when to sell a startup or keep pushing forward.

Full agenda here: https://t.co/umWIvVCQtB

[Dharmesh Thakker @Dthakker02]

M&A markets may be bouncing back (see Salesforce's recent $1.9B acquisition of Own) and many founders are wondering whether to consider exit paths or keep building. Looking forward to joining @KamakshiSivara1 and @NaveenGRao on the Builders Stage at #TechCrunchDisrupt to discuss.

[Battery Ventures @BatteryVentures]

Headed to @TechCrunch Disrupt this year? 🙌 Don’t miss our General Partner @Dthakker02, who will speak on the Builders Stage alongside @SnowflakeDB’s @KamakshiSivara1 and @Databricks’ @NaveenGRao to share insights on the tough decisions founders face.

#TechCrunchDisrupt

[Dharmesh Thakker @Dthakker02]

Always great to hear perspectives on leadership and market trends from @alighodsi.

[Megan O'Leary @meganeoleary]

last #OpenCloud panel of the day and it's a great one: @Dthakker02 in conversation with @databricks CEO @alighodsi on an AI-driven future

[Battery Ventures @BatteryVentures]

It was great to see so many friends of the firm, long-time and new, at #OpenCloud 2023 yesterday in San Francisco! ☁💙

[Battery Ventures @BatteryVentures]

Leveraging AI to build operational efficiencies is a focus for @alighodsi and the @databricks team. "Focus on building an awesome product and selling it... but definitely get [your teams] to use copilots." #OpenCloud

[Battery Ventures @BatteryVentures]

"Marc Andreessen said software would eat the world. I say AI will eat all software," per @alighodsi @databricks on an AI-driven future. #OpenCloud

[Dharmesh Thakker @Dthakker02]

"Predictability is the key to sustainable growth" -- well said, @clintsharp!

[Battery Ventures @BatteryVentures]

The pivot from the "growth at all costs" era is top of mind for many cloud leaders. We're thrilled to hear the perspectives of @cribl_io CEO @clintsharp and @getpostman CEO @a85 in a panel moderated by @MorganStanley's @grimesmd next up at #OpenCloud.

[Battery Ventures @BatteryVentures]

The pivot from the "growth at all costs" era is top of mind for many cloud leaders. We're thrilled to hear the perspectives of @cribl_io CEO @clintsharp and @getpostman CEO @a85 in a panel moderated by @MorganStanley's @grimesmd next up at #OpenCloud.

[Battery Ventures @BatteryVentures]

Great #OpenCloud panel with @HubSpot CEO @yaminirangan and @Gong_io Founder and CEO @banditmove on how to operationalize sales and marketing with generative AI.

Check out the full 2023 report for more tips on S&M optimization with AI: https://t.co/NwNIaIZ416

[Dharmesh Thakker @Dthakker02]

Next up at #OpenCloud, our Operating Partner Max Schireson will discuss operationalizing R&D with gen AI with a fantastic panel: @retool's @dvdhsu and @vercel's @rauchg.

A timely conversation after this week's @OpenAI news, to say the least.

[Dharmesh Thakker @Dthakker02]

Lots of great insights from the conversation between @zatlyn @cloudflare and @daneldayan at OpenCloud today, including Michelle's perspective on the formula for change.

Vision + Pain = Change

... writing that one down. 🖊️

[Megan O'Leary @meganeoleary]

packed room for @DanelDayan's conversation with @Cloudflare Co-Founder, President and COO @zatlyn at #OpenCloud!

[Dharmesh Thakker @Dthakker02]

Great start to #OpenCloud this afternoon -- got a shot with our Marketing Partner @rebeccabuckman after our opening remarks. Looking forward to the rest of today's panels.

[Dharmesh Thakker @Dthakker02]

Our annual OpenCloud report is here! Check out some of the highlights below and see/download the full report here: https://t.co/aarc73BDG1

[Battery Ventures @BatteryVentures]

We’re excited to release the 2023 State of the #OpenCloud report, which explores the cloud landscape’s growth, driven by AI, with insights from @Dthakker02 @DanelDayan and team.

For the full report, please visit: https://t.co/ijzZ2RDDIM

[Dharmesh Thakker @Dthakker02]

For more insights and predictions from last year’s report, you can read it in full here: https://t.co/XIOABgi7R6

[Dharmesh Thakker @Dthakker02]

It’s hard to believe, but our annual #OpenCloud Summit is only a few days away!

This weekend, I re-read last year’s report, in which we predicted the software world would move from predictive to generative models in 2023… need I say more?

[Dharmesh Thakker @Dthakker02]

This year, we’re focusing closely on how business and technology leaders can drive unprecedented efficiency by leveraging generative AI.

My team and I look forward to discussing this and more on Thursday (and, of course, releasing the much-anticipated 2023 report)…