Blog

Backed by deep industry expertise, TJ guides startups through key growth stages with a focus on software, startups, and simplicity.

22

Jun

Earnings calls, like job interviews, are self-serving narratives. That doesn’t mean they’re untrue, just that companies carefully frame the story they want the market to hear…

15

Jun

In commerce, the shopping cart is both the vehicle and the signal of revenue. It’s the tell. If this were poker, it’d be the shopper tipping their hand…

11

Jun

Eddie DeCurtis didn’t grow up watching The Sopranos—he lived it. His father and uncle were real-life made men…

08

Jun

When it comes to stock valuation—an admittedly flawed and volatile metric—the cohort has largely recovered from the early year beating, tracking with the broader market…

08

Jun

If you measure progress by focus, Braze made a strong case this quarter. Revenue held steady at $162.1M, up 20% year over year…

01

Jun

If last week Upland quit messaging, this week call-tracking analytics powerhouse Invoca declaratively entered the text-messaging market with the acquisition of Symbl.ai..

28

May

Kyle Blanchard has spent his entire career chasing engagement. First, it was extraterrestrials—he studied physics and astrophysics, landed a job offer with SETI, and almost went down the path of decoding alien signals. But when he realized what the job paid for living in Berkeley, he pivoted. Hard…

26

May

Deepgram’s “State of Voice AI” report shows the industry is broadly bullish about using AI for voice interfaces. While the survey contains useful insights, the main takeaway is clear: AI is bringing voice back into the conversation…

21

May

Loyaan Egal is, quite literally, an African American—born to a Somali father and an American mother. That kind of cultural whiplash—ninth grade in Saudi Arabia, tenth grade in New York City—does something to you. In Loyaan’s case, it taught him how to adapt fast, read his environment, and say yes when opportunities showed up in unusual packaging…

11

May

Douglas C. Schmidt is a giant in the field of distributed object computing. As an undergrad, I begged and groveled my way into his over-subscribed graduate level class into Common Object Request Broker Architecture (CORBA). Doug is also a UCI School of ICS Hall of Fame inductee. Now, I am one too..

30

Apr

When Thomas Mancuso moved to San Francisco, he was driving a U-Haul over the Bay Bridge as Governor Newsom announced the statewide COVID-19 shutdown..

27

Apr

Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now generate roughly 29% of enterprise revenue, while reliance on international long-distance (ILD) SMS has slid below 10%.

27

Apr

Mailchimp ranks among tech’s greatest bootstrapped exits. With almost no outside capital, the founders sold it for $12 billion, an “infinite IRR” outcome by any measure.

20

Apr

CM.com kicks off the Q1 earnings season. It reported increased profitability on declining revenue. Yet ARR increased YoY, and overall message volume remained flat.

13

Apr

The latest market seesaw penalized nearly every player in the cohort. While Sinch’s market cap was up 7%, everyone else fell by double-digit percentages..

Sign Up for Newsletter

By signing up, you agree to receive notifications about new posts and exclusive content. You are also agreeing to CasselRoad’s Privacy Policy. You may unsubscribe at any time.