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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. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally). Follow along to stay up to date!

AI 183
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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. There were also quite a few questions around cost and compliance.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

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The Intersection of AI and Security: What’s New at Secureframe with CEO Shrav Mehta

SaaStr

In the latest episode of our What’s New series, Founder and CEO at Secureframe, Shrav Mehta, sits down with SaaStr CEO and Founder Jason Lemkin to share what’s new at Secureframe, a rising SOC-2 and compliance software company breaking out in SaaS. So the time to implementation and compliance is much quicker now than it used to be.

AI 148
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Which AI Model Should You Pick for Your Startup?

Tom Tunguz

A product manager today faces a key architectural question with AI : to use a small language model or a large language model? The pace of innovation in the field clouds the answer. the company has no plan/interest to staff a team to manage AI infrastructure or develop deep machine learning experience / expertise in-house.

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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. 2024 will be the year of AI applications!

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AI-Driven SaaS Governance: Ensuring Cloud Security

SaaS Metrics

Navigating the cloud requires more than just user-friendly interfaces and storage solutions. Enter AI-Driven SaaS Governance—a powerful ally in your security toolbox. What is AI-Driven SaaS Governance? What is AI-Driven SaaS Governance? You need robust security to guard against ever-evolving threats.