Clouded Judgement 5.10.24 - Software Weakness Across the Board
Clouded Judgement
MAY 10, 2024
So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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