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Picking Teams in AI

Tom Tunguz

In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. It’s unclear how the Databricks acquisition might change that relationship. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. ERR stands for Experimental Runrate Revenue.

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AI Food Fights in the Enterprise

Andreessen Horowitz

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Very healthy new business (new customer) acquisition. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. ” They’re also seeing some real strength in AI Services.

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The Week In Cloud: March 24, 2019

SaaStr

Clippy was AI before AI: China is a whole different world for SaaS. Alibaba is their AWS (or becoming it): The Cloud is better. Billion Acquisition. Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny.

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The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation. It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Pothole #4 – Promoting Your Best Salesperson to Manager. When should you scale?