Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

AI 109

AI Enterprise Artificial Intelligence Generative AI 109

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

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.

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

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.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Buffer Resources

AUGUST 16, 2023

We’re also happy to share a more sustainable way of providing this information — our new transparent pricing dashboard. Another important detail to note is how Average Sales Price (ASP) and Expenses have changed over time. Our Average Sale Price (ASP) in 2014 was $13, while our total Operating Costs were $3,575,897.

Merchant Services 84

Merchant Services Payment Services Payment Features Payments 84

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. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

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

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

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner David Haber talks with Marco Argenti, the chief information officer at Goldman Sachs, about bringing fintech processes into financial services, turning developers into clients, and how AI is a major inflection point in the history of technology. How are you thinking about generative AI?

Development 107

Development Technical Review AI AWS 107

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

SaaStr

NOVEMBER 24, 2021

Pothole #2 – Increasing Pricing Rate Without a Sustainable Moat. Raising prices might seem like a quick win to grow your revenue, but it’s critical to bear in mind the effect increased prices will have on your sales cycle, close rates, and disruption risk. Sell it to your market for half the price.

Sales Hiring 194

Sales Hiring Scale Compensation Sales 194

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

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? Polis Pilavas , VP Engineering at ChartMogul “AI will dominate and disrupt.

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

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%+. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in).

Cloud 130

Cloud Azure AWS Generative AI 130

How To Buy Saas

OCTOBER 14, 2021

Yearly Or Lifetime: As Black Friday Saas Deals come once a year so buy it for at least 1 year at a discounted price. But you will not get the best deals like Black Friday at a discounted price with huge savings as it is the biggest sale of the year. OneBill Reviews: Details, Pricing, & Features. $ 349.00. Visit Website.

SaaS Payments 108

SaaS Payments Payment Solutions Payment Methods Software Review 108

How To Buy Saas

NOVEMBER 21, 2021

BeforeSunset Reviews: Details, Pricing, & Features. WPOven Reviews: Details, Pricing, & Features Editor choice. Reviews: Details, Pricing, & Features. Credflow Reviews: Details, Pricing, & Features. Azeus Convene Reviews: Details, Pricing, & Features. Best List For Cyber Monday Saas Deals.

SaaS Payments 52

SaaS Payments Payment Methods Software Review Payment Solutions 52

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100

Cloud Scale AWS Machine Learning 100

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations. Pricing Changes. Optimize your pricing. Is your pricing standing in the way of growth?

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

SaaStr

DECEMBER 20, 2023

For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org. How is ZoomInfo Integrating More Advanced AI? At ZoomInfo, they’re integrating more AI for personalization and prioritization. The worst emotion for software sales is uncertainty.

New CTO 251

New CTO Scale Sales Hiring AWS 251

User Pilot

JANUARY 26, 2024

Lower overheads allow companies to sell the product at more competitive prices, which drives further acquisition. For example, your AWS bill will most likely go up, but this is the case regardless of the growth model. The more customers you have, the lower the cost per customer. Of course, your infrastructure costs might increase.

SaaS 79

SaaS Acquisition Onboarding Retention 79

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Most SaaS companies offer a scalable pricing model that adjusts based on usage – ideal for managing budgets effectively. What are the benefits of the SaaS model?

SaaS Payments 80

SaaS Payments Payment Services Payment Methods Payment Solutions 80

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.” It is vital for mapping out values: what value to offer in the market, how it’s priced, and how it’s paid for by your customers. If only that statement were as true as it seemed.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

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. Pricing Strategies to Combat Stagflation 2022 Emerging SaaS Customer Markets How FastSpring Can Help FastSpring helps SaaS and software companies sell around the world.

Payment Solutions 141

Payment Solutions SaaS Payments Strategy Software 141

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner David Haber talks with Marty Chavez, vice chairman and partner at Sixth Street Partners, about the foundational role he’s had in merging technology and finance throughout his career, and the magical promises and regulatory pitfalls of AI. David Haber: Marty, thank you so much for being here.

Artificial Intelligence 90

Artificial Intelligence AI Banking AWS 90

SaaStr

DECEMBER 13, 2019

Most recently Yousuf was the CIO & VP of Customer Success @ Moveworks, the advanced AI built for enterprise providing automatic resolution of IT issues. Most recently, Yousuf was the CIO and VP of Customer Success at Moveworks, the advanced AI built for enterprise, providing automatic resolution of IT issues. How would you advise?

Technical Advisors 161

Technical Advisors Scale Technical Review Payment Solutions 161

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

SaaStr

OCTOBER 25, 2019

Pricing? * So left Twitter to join a super early stage startup in the AI and messaging space, and once I knew my time up was there, I started thinking about what was next. I think our pricing strategy will continue to evolve. What are the core questions they should ask to determine their strategy? Product roadmap?

Sales Hiring 111

Sales Hiring Sales Recruiting Scale Underperforming Technical Team 111