Clouded Judgement

MARCH 22, 2024

Software SaaS revenue streams are generally highly predictable and long dated (a 90% gross retention implies your customers stick with you for 10 years on average). 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.

AI 183

AI Revenue Cloud Technical Advisors 183

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? What will 2024 bring?

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

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? Ben: Going to generative AI, 1 of the things that’s been interesting for us as a VC, is we see all kinds of companies.

AI 106

AI Enterprise Artificial Intelligence Generative AI 106

Andreessen Horowitz

APRIL 30, 2024

It’s not so easy to operate a business with hundreds and thousands of people in it when you’re trying to take the best of both companies, which was really generally our approach. By the way, that’s super important for acquisitions, but also super important for divestitures. So, I think that was super important.

Payment Solutions 79

Payment Solutions Payments Payment Services SaaS Payments 79