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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.

Cloud 161
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Top 10 Tools to Get Your App PLG-d

Frontegg

User-centric behavior data is a MUST: You are getting access to user-centric behavior metrics to scale up fast – your user journey can be optimized by the people who matter most – your clients. This metric is a strong future revenue indicator. Best For: Documentation, Development Metrics. Best For: Product Adoption.

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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. The core of this is the data warehouse. And it’s a better product.

Data 151
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A Look Back: “SaaS Metrics Masterclass: Key Business Metrics, Pricing Strategies and Billing Models with Stripe’s Head of France and Southern Europe, Guillaume Princen” (Video + Transcript)

SaaStr

Check out this 2018 Europa session with Guillaume Princen, Head of France and Southern Europe @ Stripe, where he talks about the metrics you need to be focused on in your startup. If you don’t have the time to watch the whole session, here are the main metrics you should be mindful of. MRR, obviously. We talked about churn.

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10 Years In Tech

Outseta

Exactly 10 years ago today—May 10, 2010—I slinked through office doors that opened to my first day of work at a “real job.” There’s an awful lot of nuance here and the devil is in the details. Musing after a decade spent building SaaS start-ups By Geoff Roberts 20 min read. My whole career, quite literally, lay in front of me.

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

SaaStr

Ashley Smith, Venture Partner at OpenView provides insight on what investors are looking for in product metrics and growth indicators so you can capitalize on your product’s story for funding. I actually enjoy doing my expense reports now, but expense reporting prior to Expensify was just awful. Join us at SaaStr Europa 2020.

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Key Lessons from a $5B SaaS Category Leader (Video + Transcript)

SaaStr

And those of us and those of you who are involved in these companies, even the successful ones look an awful lot more like this. And a lot of our SaaS efficiency metrics were worse because of those competitive dynamics. And they invented a lot of the SaaS metrics that we all know and love now, were invented by Marketo back in 2008.

SaaS 144