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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. ” AWS fully embracing the breadth over depth approach.

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

Clouded Judgement

.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. 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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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

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How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Keep reading to learn what the four most common SaaS assumptions are, and watch Adam knock each one down with the power of generative AI. Now, it’s time to knock over all of these beliefs with generative AI.

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What Are SaaS Products + 22 Successful SaaS Companies to Follow

User Pilot

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

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SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation. Aaron Levie: I would say that security is probably the most impactful that where our differentiation shows up the greatest. Is AWS in the lead? Aaron Levie: Exactly.