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

SaaStr

NOVEMBER 4, 2021

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”

SaaS 269

SaaS Technical Review Benchmarks Azure 269

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

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. I kinda think all the benchmarks are b t.

AI 110

AI Enterprise Artificial Intelligence Generative AI 110

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 208

Marketplace as a Service Software Review Technical Review Azure 208

All that Saas

JULY 8, 2021

According to marketing pros, email is one of the most successful avenues of digital acquisition for businesses today. The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. Want to improve your digital marketing?

Software Review 52

Software Review Software Marketing Scale 52