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).

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

NOVEMBER 10, 2023

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!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. ” They’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support.

Cloud 130

Cloud Sales Hiring AI Headcount 130

SaaStr

NOVEMBER 7, 2023

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.

Generative AI 251

Generative AI AWS AI Artificial Intelligence 251

Clouded Judgement

AUGUST 11, 2023

And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. Streaming disrupts the culture.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. How has AI changed SaaS businesses? What are the possible challenges of implementing AI in SaaS? Hence, proprietors must stay informed about current and future AI trends in cloud-based software. Mobile-friendly design.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

User Pilot

APRIL 30, 2024

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.

SaaS Payments 80

SaaS Payments Payment Services Payment Methods Payment Solutions 80

Casey Accidental

DECEMBER 11, 2023

This year, topics ranged broadly from incorporating AI to deliver world-class consumer experiences to defining and measuring different forms of community-powered growth. Last, but not least, let’s look at a consumer subscription example. Duolingo and Calm launched around the same time as consumer subscription apps.

Payments 113

Payments Scale Payment Solutions Technical Review 113

FastSpring

FEBRUARY 23, 2023

Since Michael founded the firm in 2004, it has grown to over 30 offices worldwide, and they’ve worked with Intel, AWS, and Salesforce, among many other well-known brands. Our all-in-one payment platform includes a best-in-class localized checkout, subscription management, global tax management, and more.

Payment Solutions 141

Payment Solutions SaaS Payments Strategy Software 141

ProfitWell

SEPTEMBER 25, 2019

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” Subscription. The subscription model is the “vanilla” SaaS revenue model, not that there’s anything boring about a well-worked subscription plan. Advertising.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

SmartKarrot

JANUARY 18, 2022

Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SmartKarrot

FEBRUARY 4, 2022

Amazon Web Services (AWS). Amazon, the global marketplace, also offers several other services, one of which is Amazon Web Services (AWS). AWS offers cloud services to businesses. This AI-driven platform serves as an engine, generating more leads at affordable rates. Founded in: 1982. Founded in: 2006.

Marketplace as a Service 10

Marketplace as a Service SaaS AWS Cybersecurity 10

SaaStr

AUGUST 22, 2020

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. If there’s a social security number and other pieces of AI, then automatically it’s limited to this org or this subset of the org. Is AWS in the lead?

Sales Recruiting 146

Sales Recruiting Cloud CTO Hire Scale 146

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.

Generative AI 243

Generative AI Outsourcing Services AI Software Review 243