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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. Follow along to stay up to date! Two takeaways.

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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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How to Launch a Subscription Box For Your Company

Neil Patel

They offer some of the best-known subscription boxes around, reflecting an increasingly popular (and potentially lucrative) business model. Why Should You Launch a Subscription Box? According to MarketsandMarkets , the subscription and recurring billing market will grow to around $7.8 billion by 2025.

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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. When we look at the quarterly trends (below) the data is even better So no, software companies don’t suck. In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. Follow along to stay up to date!

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A subscription burial

ProfitWell

And the question remains: Are subscription cars the future of transport? Your top subscription news. Sometimes Twitter is simply far too convoluted , with too many of the same tweets, hashtagging all the same trends. If ecommerce is hot right now, what’s going to be the next big trend? Today, the D2C economy is exploding.

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A Vendor’s Guide to B2B Ecommerce

FastSpring

While we’ve been shopping for items like clothes or shoes online for years, another trend is now emerging—business-to-business (B2B) ecommerce. In some ways, the move from B2B sales happening offline to online mirrors other trends we see in the B2C market. Is it easy for the customer to make a one-off/subscription purchase?

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How to Choose the Best Account Management Software?

SmartKarrot

According to Gartner and Grand View Research , CRM software revenue has increased every year worldwide and is expected to touch $80 billion by 2025. The way you do business has turned on its head, with subscription-based SaaS models disrupting the pre-existing notions of marketing and client management. Not anymore, though.