Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Baremetrics

DECEMBER 7, 2023

You’ll need Cost of Revenue to calculate your Gross Margin, which in turn you need to calculate Customer Lifetime Value (LTV), Customer Acquisition Cost (CAC) Payback Time and to understand your company’s unit economics in general. In QuickBooks, add “Marketing” account as a subaccount of Sales & Marketing.

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Andreessen Horowitz

SEPTEMBER 25, 2023

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? Ali: This is why we did the acquisition of Mosaic. It will be like AWS, GCP, and Azure. Maybe that can get better.

AI 102

AI Enterprise Artificial Intelligence Generative AI 102

SaaStr

MARCH 17, 2023

They can provide big-picture ROI, but they don’t have hard ROI metrics, benchmarks, and success stories. Utilize the benefits of flexibility to increase acquisition, build trust with customers, and ultimately convert them to longer-term contracts. If you have an in-depth ROI figure, talk to customers very early about this value.

Marketplace as a Service 193

Marketplace as a Service Software Review Technical Review Azure 193