OnlyCFO - Latest News and Information
Jim Cramer asks Jensen about AI layoffs… "For companies with imagination, you will do more with more.” Jensen also said that engineers should burn lots of tokens. Translation: You need more shovels. I know a guy… https://t.co/Xmz1mApAc9
True, but… I’d be more concerned if the next layers down aren’t using it…VP finance, Controllers, and their teams I know many who haven’t touched any AI yet…
It's easy to make fun of 2021 valuations. But how in the world did we ever think Asana should be at a 60x revenue multiple... Seems like we will look back similarly at many private AI companies 🤔 https://t.co/VK8CqatqTn
Have been in this situation. You have to make a lot of decisions with only a few leaders that don’t have complete context. You do the best you can, but mistakes will be made. Especially with a large layoff like this. Hopefully...
RPO breakdown of public software companies. High RPO = guaranteed future revenue (your customers are prisoners) Low RPO = you have to win your customers’ love much more frequently All else being equal, high RPO is better. But it can make you complacent…...
Playing it safe is a death sentence in the age of AI But that’s what a lot of software companies are doing Wix and Intercom are two great examples of disrupting themselves in order to survive. -Wix bought disruption and provided the distribution....
Is brand a real moat? You can’t build a brand moat without having other moats first. So it can’t be an initial moat. But once you have a trusted brand then it becomes a moat itself. And might be the most powerful...
There are three stages of compliance when hiring internationally. My rough guidelines for each: 1. Hire as contractors (a few folks) 2. Hire through an EOR (5 - 25 folks) 3. Set up an entity (>25 folks) Warning: setting up an entity can...
A $40B software debt “maturity wall” is about to hit at the worst possible time. -Higher rates -AI destroying valuations -Growth slowing All my PE-backed company friends are nervous because they know what comes next…and it will impact everyone https://t.co/VgLWpfUArt
VCs are telling their port cos with debt to start the extension process early And PE folks are planning aggressive cuts to boost EBITDA in preparation We will see lots of layoffs here… https://t.co/t5Rfcdpvvm
You might be surprised how many companies lie about ARR (or stretch the truth). But also how many CFOs and CEOs can’t explain how their ARR number turns into cash. It’s often a very leaky bucket. https://t.co/lV11H5wOXj
I am not sure if more SaaS companies should buy AI startups so they can catch up on tech Or… If more AI companies should buy cheap SaaS companies for the distribution and plug int their stuff
This has been happening for a long time. Often there is a potential legitimate reason to buy each other’s stuff, but…it more often than not ends up as shelfware. In diligence, I always compare new customer close dates to new vendor...
If there is a layoff then what will your severance package be? If you are at a large company then it might look something like the below, which is pretty generous. And if AI is used as the layoff excuse….they better be...
It’s not just “AI efficiency” that will cause massive layoffs in 2026. Many overhired and can’t “grow into it” now because revenue growth slowed a lot. -What are companies doing right now? -What are severance benchmarks? -How to best do a layoff https://t.co/Db7jHp7KFa
