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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. Do you have ARR or ERR?

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When Does Open Source Make Sense for a Business?

OpenView Labs

The Apache Software License v2 has long been a highly popular open-source license, but it has caused a lot of headaches in recent days as cloud services ( cough, cough, AWS ) have forked a number of projects and developed PaaS offerings around them. This is often where licensing questions start to come up as well.