Subtle real advantage nobody talks about: if founders can access deeper pools of capital early/quickly, they can get bigger faster without spawning lots of competitors.
If your startup is real, pitching Sand Hill is sometimes like giving away copies of your treasure map
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.@zapier built a $140M ARR business on $1.4M in VC that has become the logic layer of the no-code industry.
But it has the potential to be something even bigger: the Netflix of productivity.
Our report and a thread 👉
We believe @seqouia and @steadfast got a good deal buying into Zapier at $5B.
We value Zapier at $7B based on:
- 30-50% YoY growth over the next five years
- Zapier’s monopoly status in the solopreneur/SMB market
- 30-40% YoY growth of no-code TAM
No-code is huge and growing, but as @edavidpeterson has written, no-code is about more than tools: it’s about a philosophy that emphasizes interoperability and customizing your software to your needs.
https://t.co/UJY6BRtXwl
.@zapier enabled interoperability by building a solution to one of the intractable problems in SaaS: APIs that don’t talk to each other.
The product took off and hit $100M ARR in just 9 years, comparable to companies that have raised 100x as much money.
https://t.co/0Thk42eRpJ
Zapier was riding an explosion in APIs that started the same year they were founded—2011.
Suddenly, every SaaS business wanted to offer its users extensibility, but not spend time figuring out what integrations to build or building them.
That’s where Zapier came in handy.
But it has the potential to be something even bigger: the Netflix of productivity.
Our report and a thread 👉
We believe @seqouia and @steadfast got a good deal buying into Zapier at $5B.
We value Zapier at $7B based on:
- 30-50% YoY growth over the next five years
- Zapier’s monopoly status in the solopreneur/SMB market
- 30-40% YoY growth of no-code TAM
No-code is huge and growing, but as @edavidpeterson has written, no-code is about more than tools: it’s about a philosophy that emphasizes interoperability and customizing your software to your needs.
https://t.co/UJY6BRtXwl

Trying this on for size\u2026
— David Peterson (@edavidpeterson) January 14, 2021
\u201cNo code\u201d isn\u2019t a coherent category. It\u2019s a design philosophy.
But tools built with this philosophy in mind will be the biggest winners of the next decade.
Let me explain what I mean by way of analogy.
.@zapier enabled interoperability by building a solution to one of the intractable problems in SaaS: APIs that don’t talk to each other.
The product took off and hit $100M ARR in just 9 years, comparable to companies that have raised 100x as much money.
https://t.co/0Thk42eRpJ

Ever notice that Zapier is doing $100m+ and has no direct competition? Found their niche and crushed it \U0001f44c
— Tyler Tringas (@tylertringas) November 7, 2019
Zapier was riding an explosion in APIs that started the same year they were founded—2011.
Suddenly, every SaaS business wanted to offer its users extensibility, but not spend time figuring out what integrations to build or building them.
That’s where Zapier came in handy.

Matt Mochary has been CEO coach to @naval, the founders of OpenAI, Notion, Rippling, Robinhood, Coinbase, Reddit, Plaid, Flexport, Opendoor, partners at Sequoia, YC, Benchmark, and many others.
He also open-sourced his entire curriculum, templates and all. Here's a link 👇
The Mochary Method Curriculum ➔ https://t.co/A8J51IzYhz
My recent conversation with @mattmochary where we talk about fear, anger, innovation, how to lay people off well, and his coaching practice ➔
Also in podcast form ➔
For more from Matt, buy this book
He also open-sourced his entire curriculum, templates and all. Here's a link 👇

The Mochary Method Curriculum ➔ https://t.co/A8J51IzYhz
My recent conversation with @mattmochary where we talk about fear, anger, innovation, how to lay people off well, and his coaching practice ➔
Also in podcast form ➔
For more from Matt, buy this book
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This Sculpture depicts Bhagwan Shiva along with Devi Paravathi blessing Chandeshwara - one of the 63 Nayanmars.
#Thread
Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
His bhakti for Bhagwan Shiva elevated him as one of foremost among Nayanmars.
He gave importance to Shiva Pooja&protection of cows.
There are series of paintings, illustrating the #story of Chandikeshwar in the premises of
Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
Chandikeshwara's birth name
is Vichara sarman.He was born in the village of Senganur on the banks of River Manni.
His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.
Chandesha-Anugraha Murti - One of the Sculpture in Brihadeshwara Temple at Gangaikonda Cholapuram - built by Raja Rajendra Chola I
This Sculpture depicts Bhagwan Shiva along with Devi Paravathi blessing Chandeshwara - one of the 63 Nayanmars.
#Thread

Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
His bhakti for Bhagwan Shiva elevated him as one of foremost among Nayanmars.
He gave importance to Shiva Pooja&protection of cows.

There are series of paintings, illustrating the #story of Chandikeshwar in the premises of
Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
Chandikeshwara's birth name
is Vichara sarman.He was born in the village of Senganur on the banks of River Manni.

His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.

#sculpture #story -
Chandesha-Anugraha Murti - One of the Sculpture in Brihadeshwara Temple at Gangaikonda Cholapuram - built by Raja Rajendra Chola I
This Sculpture depicts Bhagwan Shiva along with Devi Paravathi blessing Chandeshwara - one of the 63 Nayanmars.
#Thread
Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
His bhakti for Bhagwan Shiva elevated him as one of foremost among Nayanmars.
He gave importance to Shiva Pooja&protection of cows.
There are series of paintings, illustrating the #story of Chandikeshwar in the premises of
Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
Chandikeshwara's birth name
is Vichara sarman.He was born in the village of Senganur on the banks of River Manni.
His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.
Chandesha-Anugraha Murti - One of the Sculpture in Brihadeshwara Temple at Gangaikonda Cholapuram - built by Raja Rajendra Chola I
This Sculpture depicts Bhagwan Shiva along with Devi Paravathi blessing Chandeshwara - one of the 63 Nayanmars.
#Thread

Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
His bhakti for Bhagwan Shiva elevated him as one of foremost among Nayanmars.
He gave importance to Shiva Pooja&protection of cows.

There are series of paintings, illustrating the #story of Chandikeshwar in the premises of
Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
Chandikeshwara's birth name
is Vichara sarman.He was born in the village of Senganur on the banks of River Manni.

His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.
