tomtunguz.com · 2022-12-04 · 1278d

Top 10 Most Engaging Posts of 2022: Web3, Fundraising, and SaaS Market Trends

Tomasz Tunguz's most engaged posts of 2022 clustered around web3 technologies, the fundraising market downturn, and sales strategies in changing macroeconomic conditions. The year reflected a fundamental shift from growth-at-any-cost valuations to efficiency-focused metrics, with significant bid/ask spreads emerging between founders and investors.

9 metrics· Cited 0× in the knowledge base ·Open source ↗

Metrics in this report

Blog Subscriber Base

150thousand

minimum

founders and operators reading tomtunguz.com

Cloud Infrastructure Growth Rate (End)

22%

average

large cloud providers after two quarters decline

Cloud Infrastructure Growth Rate (Start)

44%

average

large cloud providers at start of period

Public Market Decline Expectation (VCs)

70%

point estimate

VC expectations vs founder expectations gap

Valuation Decline Expectation (Founders)

10%

point estimate

founder expectations vs VC expectations gap

Web3 Active Users

2.5million

approximate

web3 ecosystem in 2022

Web3 Activity Decline

70-90%

range

activity drop from beginning to end of 2022

Web3 Developer Activity

5thousand

approximate

developers committing code in 2022

Web3 Market Cap per Engineer Decline

80%

approximate

decline since peak measurement