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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Securities and Exchange Commission.

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The decade software ate the world

Intercom, Inc.

To give some perspective, there were about 300 million smartphones sold in 2010. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. There are about 3.2 What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

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In the Vault: Placing Multiple Bets on a ‘Mosaic of Solutions’ With Former Global Payments CEO Jeff Sloan

Andreessen Horowitz

Then I went into banking, specifically investment banking in the early ’90s. A lot of the things that we ultimately did when I was running Global Payments from 2013 to 2023, a lot of things that we ultimately did were not even like a glint in my eye back in 2009, 2010 when I was just thinking about coming over.

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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Looking ahead at our future investments When we look ahead to future years, we anticipate that employee expenses will continue to make up the majority of our Operating Costs. We also plan to continue to invest in paid marketing.

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Using Product Led Growth as an Indicator for Investment w/OpenView Venture Partner, Ashley Smith (Video + Transcript)

SaaStr

I’m talking about product-led growth as an investment strategy, but really my background is 10 years of operating experience in the product-led growth world. Now I’m investing in that. I say investment strategy, but really it’s like how do you build a company that’s focused on product-led growth?

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Benn Stancil, founder of Mode, on how data science can help us make better decisions

Intercom, Inc.

My job was to look at what was happening in the world economy – it was like 2010 at the time, and so everything was kind of falling apart – and then look at data about it and try to come up with recommendations about what policymakers should do. ” Again, it was a video platform, so maybe they had to invest in different content.

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Top 10 Tools to Get Your App PLG-d

Frontegg

Making the bottom-up shift: You are shifting from the top-down to a bottom-up mindset, which means more money and time to invest in R&D efforts. Founded : 2011 Known customers: Facebook, IBM, Microsoft, AWS, Unity, Udemy, Shopify Price starts at: $38/month per user. #2 Before getting started with PLG, you need to make sure that.