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

Clouded Judgement

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

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

Clouded Judgement

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!

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What Are SaaS Products + 22 Successful SaaS Companies to Follow

User Pilot

It’s suitable for businesses wanting control over their infrastructure and the ability to scale. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

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SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

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. This is 15 years of innovation in data security, compliance, and protection of content. Aaron Levie: Everybody had their digital team. ”, the kind of foundational ERP systems.