AI AWS Metrics Payment Features 
Clouded Judgement
DECEMBER 1, 2023
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. ” AWS fully embracing the breadth over depth approach. A strong data foundation is critical for an effective AI strategy!
Clouded Judgement
MARCH 22, 2024
Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. It’s probably better described as re-occurring vs recurring.
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Clouded Judgement
FEBRUARY 2, 2024
Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Follow along to stay up to date!
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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.
Clouded Judgement
OCTOBER 27, 2023
Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.
Clouded Judgement
APRIL 11, 2024
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Who are the real AI winners. net retention and CAC payback).
Clouded Judgement
OCTOBER 20, 2023
Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. Revenue multiples are a shorthand valuation framework.
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