Many of today’s most successful software companies, from Atlassian and Datadog to Zoom, subscribe to the bottom-up SaaS go-to-market model. In this model, the user purchases software directly from a ...

Top-down and bottom-up forecasts are increasingly diverging, and we think 2023 will be largely about how these divergences resolve themselves. In commodities, after a major spike in 2022, top-down ...