Clouded Judgement 7.12.24 - The Red Queen Effect
Clouded Judgement
JULY 12, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. The Third Industrial revolution lasted from 1960 - early 2000’s. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!
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