Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Follow along to stay up to date!

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

SaaStr

MARCH 1, 2024

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. Now, it’s 100+ times.

Generative AI 240

Generative AI Outsourcing Services AI Software Review 240

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. … And with regard to Gen AI, the momentum is outstanding. trillion by 2027.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And I do see investors and founders repeating a lot of the mistakes from 2021 today, especially in the AI domain. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

Clouded Judgement

OCTOBER 20, 2023

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. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

MAY 11, 2023

In the last five major cycles (internet, social, mobile, cloud, web3), startups seized the new technologies of the era to create a distribution advantage. Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. AI enables ABM-at-scale.

AI Search 169

AI Search AI Scale Cloud 169

Clouded Judgement

NOVEMBER 10, 2023

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!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. Who are the real AI winners. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. Double the price!

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

OCTOBER 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of the optimism for longer term budget growth comes from AI/LLM spend. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 169

Cloud Artificial Intelligence Subscription Payment Features 169

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. And everyone hoping for AI acceleration will need to wait. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. On last quarters earning call Microsoft really emphasized the weakening demand environment for Azure / Cloud as optimizations picked up. ” What?!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It’s a bit of a swag as not all companies report ARR (and where they don’t I’m calculating ARR as quarterly subscription revenue x4). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Trends SMB Subscription 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Scale Revenue Pricing 161

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Andreessen Horowitz

MARCH 22, 2024

But the stakes are much higher with generative AI: though it promises to deliver unprecedented value to businesses, it can also be very expensive to serve to each incremental customer. Or maybe you’re still determining how generative AI will benefit your customers, and right now it’s a nice-to-have for certain users.

Generative AI 116

Generative AI AI B2B Pricing 116

Point Nine Land

MAY 11, 2023

Speed and Adaptability Will Define the B2B SaaS Winners in the Generative AI (R)evolution Smaller species tend to have shorter lifespans and faster reproductive cycles and can therefore adapt much faster to changes in the environment. To say there’s no shortage of opinions on ChatGPT and the future of AI would be an understatement.

Generative AI 128

Generative AI AI B2B Software 128

Andreessen Horowitz

MARCH 20, 2024

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. David George: Sure.

AI Search 138

AI Search AI Artificial Intelligence Scale 138

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. Most notably, it’s started to help businesses who use cloud-based services operate and deliver their services to their customers more efficiently. How has AI changed SaaS businesses? The adoption of cloud-based software.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I’m using the period of 2010+ given that’s really when cloud software came about. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Software Revenue Subscription 130

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

How To Buy Saas

MAY 30, 2024

But the newest innovative AI-powered image generation tools will save your day! In this blog, we will introduce you to the world of AI image generation, and also suggest 6 best AI image generator tools for you to test out. What are AI Image Generator Tools? Well, we have all been there. So, let’s get started!

AI 52

AI ChatGPT Generative AI Social Media 52

How To Buy Saas

APRIL 15, 2024

Will you be prepared for the SaaS AI revolution? Companies providing software as a service are under intense pressure to innovate since the global market for cloud services is projected to reach about $680 billion in 2024. More than 70% of SaaS companies are increasing their spending on AI, according to studies.

AI 52

AI Artificial Intelligence Strategy Technical Review 52

Neil Patel

SEPTEMBER 1, 2021

Artificial intelligence (AI) tools for media let you create content at scale in a previously impossible way and you don’t even need design experience to create something impressive. AI isn’t new. But, these sectors have only scratched the surface of AI capabilities. The KinetiX tech AI tool is free for personal use.

AI 145

AI Artificial Intelligence Scale Generative AI 145

User Pilot

JULY 20, 2023

The undeniable advances in artificial intelligence have led to a plethora of new AI productivity tools across the globe. If you’re looking to accelerate product growth and adoption with the help of AI, you’re in the right place. SurferSEO: AI-generated blogs, SEO optimized. Synthesia: AI video generator.

Artificial Intelligence 78

Artificial Intelligence AI Search AI Software Review 78

BetterCloud

APRIL 12, 2024

Enter the “AI tax”. What is this “AI tax”? Essentially, it’s the additional cost that software vendors are tacking on for the privilege of using their AI-powered features. But when you’re managing multiple software subscriptions across your organization, these costs can quickly add up.

AI 52

AI Software Review Systems Review Benchmarks 52

Neil Patel

OCTOBER 27, 2020

A decade ago, clouds were white puffy things we pointed at in the sky. But “the cloud” means something completely different. And it’s rise in popularity happened for a good reason—cloud storage is safe, affordable, and undoubtedly easy to use. How to choose the best cloud storage services for you. Storage limits.

Cloud 145

Cloud Systems Review Software Review compliance 145

Blulogix

FEBRUARY 23, 2024

Charting the Future: What Are the Emerging Trends in Subscription Billing and Monetization? This blog post explores the emerging trends that are set to redefine subscription billing and monetization, offering predictions for the transformative journey ahead in the digital economy.

Artificial Intelligence 52

Artificial Intelligence Trends Subscription Payment Features 52

Blulogix

APRIL 6, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: The Key to Service Activation and Provisioning In the competitive landscape of subscription-based services, the ability to quickly and efficiently activate and provision services for customers stands as a critical differentiator.

Subscription 52

Subscription Payment Features B2B Scale 52

SaaStr

MARCH 15, 2024

They also have a media segment, a separate business supporting creators who want to do subscription-based video monetization. Vimeo has spent a fair amount historically on advertising, primarily to fuel the more prosumer individual online subscription business. How Will AI Fundamentally Change the Workplace and Products?

AI Search 226

AI Search SaaS Advertising Sales Hiring 226

SaaStr

JANUARY 20, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. delivers the industry’s leading revenue operations and intelligence (ROI) platform.

DevOps as a Service 214

DevOps as a Service AI Search Cloud compliance 214

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app.

Merchant Services 82

Merchant Services Payment Services Payment Features Payments 82

How To Buy Saas

MAY 13, 2023

Thanks to AI photo colorizer apps, you can bring your old memories back to life with a touch of color. Even if you’re not a pro editor, you can still use AI picture colorizer apps, web apps , plugins, and software to enhance your photos. Well, you don’t have to worry anymore! What Is An Image Colorization?

AI 52

AI Payment Solutions Payment Methods SaaS Payments 52

Stax

FEBRUARY 19, 2024

Software as a Service (SaaS) has made business software more accessible by offering cloud-based, on-demand access to a range of solutions, from project management and collaboration to sales and marketing. Subscription-based model Subscription pricing is the most common model used by both horizontal and vertical SaaS providers.

SaaS Payments 88

SaaS Payments Payment Services Payments Payment Solutions 88

SaaStr

APRIL 4, 2019

Join us for a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations, as we discuss the most common and emerging challenges facing SaaS companies today for both technical and non-technical backgrounds. Eyal Manor – VP, Engineering @ Google Cloud. Want to see more content like this session?

Cloud 167

Cloud Scale Trends Machine Learning 167

SaaStr

FEBRUARY 11, 2022

Really, it’s a next-generation Cloud player in eDiscovery, one of the oldest and largest categories in legal tech (a $15B category already). Disco is one of a new generation of players, including Everlaw, Logikcull, and others, reinventing this category in the age of AI, Cloud, Slack, and more. And the first to IPO.

Technical Review 252

Technical Review Software Review Scale Cloud 252