Dave Kellogg

Dave Kellogg

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Operator/advisor, former CEO/CFO, blogs on SaaS metrics, strategic planning and finance leadership

AI Agents Expose Limits of Traditional Database Design
SocialMay 9, 2026

AI Agents Expose Limits of Traditional Database Design

Great article on how AI agents challenge some fundamental assumptions about databases. Databases Were Not Designed For This https://t.co/CP4szQTgPR

By Dave Kellogg
A Live TV Blunder's 20-Year Cultural Impact
SocialMay 9, 2026

A Live TV Blunder's 20-Year Cultural Impact

Decades before and better than the Ligma-Johnson interviews we have not a set up, but a genuine mistake. A Mistaken Guy: The 20-Year Legacy of a Live TV Blunder https://t.co/PMQxOWSX19

By Dave Kellogg
Business Class on 2x2 E190 Equals Economy
SocialMay 9, 2026

Business Class on 2x2 E190 Equals Economy

Someone found a way to make European business class (where the only real benefit is a blocked middle seat in otherwise normal economy seating) ... worse. Do it on a 2x2 E190, so there's no middle seat to block...

By Dave Kellogg
WordPress “Downgrade” Button Launches Happiness Engineer Chat
SocialMay 6, 2026

WordPress “Downgrade” Button Launches Happiness Engineer Chat

Clicking "downgrade" on Wordpress doesn't downgrade you but starts a chat with a "happiness engineer."

By Dave Kellogg
Meritech Software Pulse Shows Clear Money Decline
SocialMay 5, 2026

Meritech Software Pulse Shows Clear Money Decline

Money slide from the @meritech software pulse. There's something happening here, what it is, is pretty darn clear ... https://t.co/T9EHwKoHy6

By Dave Kellogg
AI's Potential Impact on Software P&L Unveiled
SocialApr 29, 2026

AI's Potential Impact on Software P&L Unveiled

Another killer slide from the Redpoint Market Update. Line-by-line view of potential impact of AI on software P&L. https://t.co/4f0DdZV4yw

By Dave Kellogg
Rule of 40 Shifts to Rule of 60—Adapt Now
SocialApr 28, 2026

Rule of 40 Shifts to Rule of 60—Adapt Now

Why The Rule of 40 is Becoming the Rule of 60 -- and What You Can Do About It. https://t.co/QE1Gu6h7Fn

By Dave Kellogg
Amazon Ends Kindle for PC Before Replacement Arrives
SocialApr 27, 2026

Amazon Ends Kindle for PC Before Replacement Arrives

.@amazon WTF is with discontinuing the Kindle for PC and announcing end of life on 6/30/26 BEFORE even releasing the new replacement app?! You know how much of my time you wasted? I kept looking for it, thinking, "there's no...

By Dave Kellogg
Forward Revenue Multiples Span From 1.2× to 8.1×.
SocialApr 26, 2026

Forward Revenue Multiples Span From 1.2× to 8.1×.

This slide is money. Bottom left *forward* revenue multiple 1.2x. Top right 8.1x. (From the Redpoint 2026 Market Update.) https://t.co/Cj83biPeLo

By Dave Kellogg
Effective Advisory Conversations, Not Gut Instincts, Drive Founder Success
SocialApr 20, 2026

Effective Advisory Conversations, Not Gut Instincts, Drive Founder Success

There's a narrative that keeps going around lately that I find both understandable and a little dangerous: "I listened to my VCs and advisors, they were wrong, I did it my way, it worked — so ignore everyone. Go with...

By Dave Kellogg
Brand Overhaul Triggers User PTSD Over Poor UI
SocialApr 20, 2026

Brand Overhaul Triggers User PTSD Over Poor UI

I admit I have PTSD from Microsoft simply ruining Wunderlist (remarkably so, with a minimum number of high impact changes) ... but I'm feeling that way all over again with @blacklane. Branding's changed. Rides are now journeys. ...

By Dave Kellogg
Rule of 40 Shifts to Rule of 60—Adapt Now
SocialApr 18, 2026

Rule of 40 Shifts to Rule of 60—Adapt Now

Why The Rule of 40 is Becoming the Rule of 60 -- and What You Can Do About It. https://t.co/PN2EcIhJ8S

By Dave Kellogg
Old Repositioning Guide Becomes Startup Marketing Blueprint
SocialApr 18, 2026

Old Repositioning Guide Becomes Startup Marketing Blueprint

For reasons I'm not entirely sure I fully understand, this 14-year post is suddenly quite relevant to many software startups again. Getting a lot of traffic and I'm recommending it to several companies I work with. Marketing Vision While Selling...

By Dave Kellogg
X Possibly Suppresses Accounts After OpenAI Acquisition
SocialApr 15, 2026

X Possibly Suppresses Accounts After OpenAI Acquisition

Echoing @jasonlk, @tbpn has completely disappeared from my feed. Is X now burying it due to its acquisition by OpenAI?

By Dave Kellogg
Dave Kellogg | Pulse