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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

If we look at the NetSuite S-1 (filed in 2007) they said this: “We use a single data center to deliver our services. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). This required a lot of planning, time, resources and costs.

Cloud 302
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Who is Eric Yuan | CEO of Zoom

SaaStr

In 2007, Cisco acquired WebEx for $3.2 He personally emailed every customer who canceled their Zoom subscription to understand their issues. At WebEx, he quickly proved his technical abilities and rose through the ranks. billion, and Yuan continued with the company as their Corporate Vice President of Engineering.

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Chargebee vs. Zuora: A Detailed Look

Baremetrics

If you are looking for the right billing and invoicing solution for your business, Zuora and Chargebee should be at the top of your list. Do they support the payment platform you desire? Do any of them have what you want in a subscription management service? Zuora These two platforms are quite useful for billing and invoicing.

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Customer Acquisition Spending: Lessons from Workday

Practical Advice on SaaS marketing

times more on customer acquisition than annual revenues, and in 2007 it spent nearly 18 times more than annual revenues. With only $455,000 in revenues in 2007, Workday funded a direct sales force and a professional marketing effort costing more than $8 million. In 2008, it spent 2.5

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The UK Is a Fintech Regulatory Superpower

Andreessen Horowitz

The UK has had real-time payments since 2005, via the Faster Payments network. In 2007, it became one of the first markets in the world to issue contactless (tap-to-pay) cards. (A Today, consumers in the UK use contactless payments for nearly 90% of face-to-face payment transactions.

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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Pretty crazy to think about - growth adjusted multiples are near pre-covid all time highs (excluding 2020-2021 period) even though rates are as high as they’ve been since 2007 (and double what they were on average from 2010-2020). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 193
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What's table stakes in SaaS, anno 2015

The Angel VC

The point that I made was that most of the tactics which smart SaaS entrepreneurs developed around 2007-2009 – inbound marketing, conversion optimization, lifecycle marketing, etc. – While a Tweetstorm is a nice way of gently breaking the 140 character limit, I thought it would make sense to follow-up with a blog post.