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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167
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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

This combination of retrieval + generation means the AIs knowledge is not limited to its training data; it can be continuously augmented with new and domain-specific information. In fact, Gartners 2024 AI report advises organizations that want to use generative AI on private data to prioritize RAG investments.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

To set the stage, if you talk to any VC out there today, they will tell you that half of their investments which were growing at epic rates in 2021 are barely growing today. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. All unstructured data to be instantly searchable.

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ProProfs Knowledge Base Review: A Comprehensive Knowledge Management Solution

How To Buy Saas

Custom Reports & Google Analytics Integration Export performance data to CSV/Excel for deeper insights or offline sharing Integrate with Google Analytics for advanced web tracking This lets you analyze traffic trends, user behavior, and engagement alongside your other web properties. connects your knowledge base with your identity system.

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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

” Fortunately, the always excellent KeyBanc Capital Markets (KBCM) 2021 SaaS Survey – which covers over 350 private SaaS companies across various stages and categories – provides a very rich data set to work from. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS 317
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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? Folks that raised in the Go-Go Times of 2021 in many cases have been able to stretch their cash through 2023.

Startup 357
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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure 209