Archive - Developer-First 👨🏻‍💻 💰

🧑‍💻 Developer-First #165 - Private Equity could become Europe’s default software exit

Why PE funds see European software as a sweet spot for durable growth

Sep 1 •

Daniel Jarjoura

August 2025

🧑‍💻 Developer-First #164 - Auf Wiedersehen Thomas Dohmke

GitHub loses its CEO, and its independence

Aug 25 •

Daniel Jarjoura

July 2025

June 2025

🧑‍💻 Developer-First #159 - AI coding tools just added $1.3 billion in ARR in one year

The AI developer tools market is growing faster than anyone expected.

Jun 30 •

Daniel Jarjoura

🧑‍💻 Developer-First #158 - Enterprise GenAI budgets are just getting started

Goldman Sachs sees a 3x increase in GenAI spending by 2028.

Jun 23 •

Daniel Jarjoura

🧑‍💻 Developer-First #157 - AI is coming for legacy code recurring revenue

What Morgan Stanley just did with AI should terrify IT services firms

Jun 16 •

Daniel Jarjoura

🧑‍💻 Developer-First #156 - MongoDB’s 15% jump

Why infra stocks might be a better AI signal than model hype

Jun 9 •

Daniel Jarjoura

🧑‍💻 Developer-First #155 - Are VCs becoming the R&D Labs of Big Tech?

Why experienced teams, and not just tech, are driving premium acquihires.

Jun 2 •

Daniel Jarjoura

May 2025

🧑‍💻 Developer-First #154 - Financials are part of your fundraising story

What founders can learn from Perplexity’s aggressive accounting strategy

May 26 •

Daniel Jarjoura

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