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

Clouded Judgement

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. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

AI 183
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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!

Cloud 183
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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. More than 5,000 customers use Drift to deliver a more enjoyable and more human buying experience that builds trust and accelerates revenue. Usually, it takes a paradigm shift to grow.

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How to Choose CDP Tools: A Guide + Alternatives

User Pilot

Salespeople will have interesting ideas about how they can leverage a CDP to boost revenue. Lytics A CDP built for customer-centric experiences, Lytics is the first CDP with native AI built-in. Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Microsoft Azure dashboard. Sales teams.

Azure 98
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12 Cybersecurity Companies In Hyper-Growth to Add to Your CRM

Sales Hacker

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. Securiti is an AI-powered PrivacyOps platform that automates functions needed for privacy compliance. In the last year, the company has seen a 10-times YoY revenue increas e. Headquarters: Dallas, Texas.

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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: Just to break this out, what’s the distinction of the revenue groupings?