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New School

New School SaaS companies look different than the first generation of SaaS companies, which largely ported core enterprise systems of record to the cloud. The New School serves huge underserved markets once considered niche - SMB, startups, verticals, new personas. They are designed for the end user era, and prove their value incrementally to companies, with end-user adoption or a land-and-expand go-to-market. New School SaaS companies go beyond tactical, transactional systems of record. They are smart and strategic systems of collaboration and creation. Not just workflow tools, they are identity networks, ecosystems and platforms. They bundle in financials services and other elements of the "real world."

The Future
of Work

The future of work is increasingly digital-first, flexible, hybrid and global. While winning business leaders were already thinking differently about talent, culture, agility and use of technology, the Pandemic Leap of 2020 shook everyone else out of their complacency. The blistering pace of change in the business environment and a global workforce exposed to new ways of working is delivering new "demands" -- for workforce agility, for collaboration tools, for reskilling and for employee support. On the "supply side," increasingly democratized innovations in communication and browser technology (telecom APIs, webRTC, webassembly) make possible new ways of working together.

Arming the

Our software tools define what we create. Better tools can inspire and enable us, making more people more powerful builders. We can better "arm the builders" by abstracting skills such as server and data management, performance monitoring and application security, and by abstracting integrations with telecoms or financial systems. Better tools push up our quality ceiling, increase our velocity, and let us leverage the work of others in the ecosystem. They support collaborative creativity, making us more likely the build the right and magical things. Arming the builders unlocks massive creativity and value - from design, to development, to video, to business automation.


AI progress is accelerating, with more data, cheaper compute, and unreasonably effective algorithms. More fundamental AI advances are within reach, with continued creativity around the development of giant models. However, the future is not evenly distributed. AI's adoption remains laughably limited relative to its potential, with relatively few data science teams translating models to business value. Companies lack sufficient training data, struggle to coordinate interdisciplinary AI products efforts, and run out of steam performing expensive last-mile customization.