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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. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

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Commercializing AI in Healthcare: The Enterprise Buyer Perspective

Andreessen Horowitz

What do enterprise buyers in healthcare care about most when evaluating AI products? We’ve designed this to mirror the thought process of an entrepreneur building an AI product with an enterprise use case. In other words, buyers aren’t seeking AI for AI’s sake.

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DropGenius Review: Building a Dropshipping Empire Powered by AI

How To Buy Saas

With this ease of navigating virtual marketplaces at a fingertip, coupled with doorstep services, has catalyzed a new business model for e-commerce, such as drop shipping. Let us now explore what is DropGenius and what makes it a standout tool to build an AI-powered dropshipping store. What is DropGenius?

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Why TestDome Considers FastSpring a Real Partner for Selling Software Online (Plus: Is Using AI Cheating?)

FastSpring

Now as a successful international business, TestDome has been with FastSpring through all of it, and even when other payment platforms launched intriguing new products, Mario never saw a good reason to leave FastSpring. “We Selling internationally is key to their business model. Read how Walls.io

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Forecasting Fintech’s Future and Keeping Culture Alive: A Q&A with the CEOs of BILL and Mercury

Andreessen Horowitz

They discussed the wide-ranging implications that generative AI will have across fintech and how it will boost jobs, rather than replace them. Alex Immerman: If 2023 was the year of efficiency, 2024 is the year of generative AI. My general view is that every part of AI will be way better next year. Mind sharing?

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Direct to Consumer (D2C) Business Model Guide | ProfitWell

ProfitWell

What does the switch to a DTC business model entail, and is it the right choice for your business? What is the direct to consumer business model? Before we get started, let's quickly define what a DTC business model is. History of the direct to consumer business model. Conclusion.

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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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