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VOICE ARCHIVE

Alex Rampell

@arampell
11 posts
2026-02-06
“The Software Clone Wars of 2004” History doesn't repeat, but it rhymes Before SaaS, and before freemium, there was “shareware” — try before you buy software. This was a concept dating back to the 1980s, where software would be freely distributed on floppy discs attached to PC
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

“The Software Clone Wars of 2004” History doesn't repeat, but it rhymes Before SaaS, and before freemium, there was “shareware” — try before you buy software. This was a concept dating back to the 1980s, where software would be freely distributed on floppy discs attached to PC
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

2026-02-05
“The Software Clone Wars of 2004” History doesn't repeat, but it rhymes Before SaaS, and before freemium, there was “shareware” — try before you buy software. This was a concept dating back to the 1980s, where software would be freely distributed on floppy discs attached to PC
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

2026-01-26
@jasonlk My observation is that secondaries have really altered the dynamic Founders can understand that fundraises should be organized for monotonic growth with great investors to get to a great final/max destination It's hard (when they're selling along the way) to take a lower price...
2026-01-26 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2025-08-01
Timely reminder re: IPOs: “A price without a quantity is not a price” Read @skupor and my piece from 2020 (next post)
2025-08-01 View on X
CNBC

Figma's stock closes up 250% at $115.50, after Figma sold shares at $33 in its IPO, hitting a ~$68B valuation; Adobe's $20B Figma acquisition fell apart in 2023

Figma's stock more than tripled in its New York Stock Exchange debut on Thursday, a day after the design software company sold shares at $33 in its IPO.

2023-10-17
@joshk ... Despicable. Will never participate in any WebSummit again.
2023-10-17 View on X
Telegraph

Israel plans to boycott Europe's biggest tech conference, Web Summit, after the event's co-founder accused Israel of war crimes, as many tech companies pull out

given all the tweets @paddycosgrave has been liking over the last few days. I saved several of them on the attached google doc (so we have a record when the @WebSummit PR team asks...

2022-04-16
The fastest Twitter product launch in history https://twitter.com/...
2022-04-16 View on X
New York Post

Sources: Elon Musk is speaking to investors, including Silver Lake, to partner with him on a Twitter bid; a plan with partners could be announced within days

Elon Musk is speaking to investors who could partner with him on a bid for Twitter, sources close to the matter told The Post.

The fastest Twitter product launch in history https://twitter.com/...
2022-04-16 View on X
Axios

Twitter adopts a “poison pill” to thwart Elon Musk's $43B takeover, giving shareholders time to purchase additional shares at a discount to dilute 15%+ stakes

Twitter's board on Friday enacted a defensive measure meant to deter Elon Musk's $43 billion hostile takeover bid.

2021-01-13
1/ @Plaid underpins virtually all of fintech; it is the strategic pillar that is allowing this industry to be built at unprecedented scale and speed. While I believe the DOJ decision to be misguided, I'm MORE excited for @plaid and @zachperret's decision to remain independent.
2021-01-13 View on X
Wall Street Journal

Visa is abandoning its $5.3B planned acquisition of fintech firm Plaid after the DOJ sued over antitrust concerns in November

Justice Department sued in November to challenge $5.3 billion deal  —  Visa Inc. is abandoning its $5.3 billion planned acquisition of Plaid Inc. …

2020-05-22
“From each according to his abilities, to each according to his location” 🤔😁 https://twitter.com/...
2020-05-22 View on X
NBC News

Facebook says it will let many of its 50,000 employees work from home permanently, “aggressively” open up remote hiring, first in the USA, then elsewhere

Facebook CEO Mark Zuckerberg said Thursday that the social media giant will start allowing many of its 50,000 employees …

2019-10-05
This is a classic example of pre-Internet retail thinking. Amazon happily lets its competitors advertise on Amazon because each outbound click is 100% gross margin and can be used to make Amazon's retail products *cheaper* / generate more traffic. https://twitter.com/...
2019-10-05 View on X
Wall Street Journal

Disney bans Netflix ads on most of its TV networks; it had initially issued a blanket ban on ads from any streamers, but reversed course for all but Netflix

Wall Street Journal :