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6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners

SaaStr

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.

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

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Run Less Software

Intercom, Inc.

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

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Best Examples of AI in Marketing: Tools & Best Practices

User Pilot

Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. From communication to automation, the latest updates in AI are genuinely bridging the gap between science fiction and reality. Marketing AI best practices. AI-powered marketing tools.

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In the Vault: Turning Developers Into Clients With Marco Argenti From Goldman Sachs

Andreessen Horowitz

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. David Haber: Marco, thank you so much for joining.